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Blog & Tools
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SFA
Summit Financial Advisors
Annual Financial To-Do List
Financial Planning, SFA
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.
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Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. Did you start a family? That’s practically a pirouette. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2021 begins.
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Summit Financial Advisors
An Estate Planning Checklist
Estate Planning, Money Smarts, SFA
What to check (and double-check).
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove worth the expense.
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Summit Financial Advisors
QUARTERLY ECONOMIC UPDATE: Q3 2020
SFA
A review of Q3 2020, Presented by Summit Financial Advisors.
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Summit Financial Advisors
401(k) Plan Rollovers: 5 Frequently Asked Questions
Retirement, Financial Planning, SFA
Provided by Summit Financial Advisors
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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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