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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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Summit Financial Advisors
Teaching Your Child about Money
Family, Financial Education, SFA
Ask your five-year old where money comes from, and the answer you'll probably get is "From a machine!" Even though children don't always understand where money really comes from, they realize at a young age that they can use it to buy the things they want. So as soon as your child becomes interested in money, start teaching him or her how to handle it wisely. The simple lessons you teach today will give your child a solid foundation for making a lifetime of financial decisions.
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Summit Financial Advisors
A Woman’s Financial Reality
Financial Planning, SFA
Your financial future is up to you…and no one else. Will this be your future? Did you know that 30% of American women age 65 and older rely on Social Security for 90% or more of their incomes? Did you know that SSI represents virtually the only source of income for 36% of unmarried, divorced or widowed American women who are 65 and older?
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Summit Financial Advisors
The Retirement Mind Game
Retirement, Investing, SFA
Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?
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Summit Financial Advisors
A Retirement Fact Sheet
Retirement, Financial Planning, SFA
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. 
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Summit Financial Advisors
The Different Types of IRAs
IRA, Worth Saving For, SFA
What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick look at all the different types of IRAs
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