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Blog & Tools
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SFA
summit financial advisors blog
End-of-the-Year Money Moves
SFA, Protecting Your Finances
Here are some things you might want to do before saying goodbye to 2017. 

Provided by Summit Financial Advisors
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summit financial advisors blog
Are You Insured?
SFA, Insurance
Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. September is National Life Insurance Awareness Month – a good time to think about the value and importance of insuring yourself. 
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summit financial advisors blog
Don't Leave Your Retirement Plan Dollars Up in the Air
SFA, Retirement
A Message from Summit Financial Advisors

Changing jobs? Retiring? Don’t leave your retirement plan dollars up in the air.
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summit financial advisors blog
Investing as a Couple: Getting to Yes
SFA, Family
Provided by Summit Financial Advisors
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summit financial advisors blog
The ABCs of 529 Plans
SFA, Family, Student
If you're already saving for college, you've probably heard about 529 plans. 529 plans are revolutionizing the way parents and grandparents save for college, similar to the way 401(k) plans revolutionized retirement savings. Americans are pouring billions of dollars into 529 plans, and contributions are expected to increase dramatically in the coming decade. Where did these plans come from, and what makes them so attractive?
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summit financial advisors blog
Women: Living in the Sandwich Generation
SFA, Family
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. Squeezed in the middle, you're in the "sandwich generation"--a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and aging parents.
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