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SFA
Summit Financial Advisors
How Much Life Insurance Do You Need?
SFA, Insurance
Provided by Summit Financial Advisors

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your children are grown. You should periodically review your needs to ensure that your life insurance coverage adequately reflects your life situation.
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Summit Financial Advisors
How Women Can Prepare For Retirement
SFA, Retirement
Provided by Summit Financial Advisors.

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it appears that a retirement of 20 years or longer might be in your future.
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Summit Financial Advisors
QUARTERLY ECONOMIC UPDATE: Q2 2020
SFA
A review of Q2 2020, Presented by Summit Financial Advisors.
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Summit Financial Advisors
The Pros and Cons of Early Retirement Plan Rollovers
SFA, Investing, Retirement
Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early withdrawal penalties?

  
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Summit Financial Advisors
Financial Planning in Uncertain Times
Investing, Financial Planning, Protecting Your Finances, SFA
As you navigate your finances in the coming months, be aware of the resources available to you through Summit. Summit members qualify for a complimentary no-cost, no-obligation consultation with a Summit Financial Advisor.
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Summit Financial Advisors
Key Provisions of the CARES Act
Investing, SFA, Financial Planning
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. The CARES Act has far-reaching implications for many. Here are the most important provisions to keep in mind.
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