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Blog & Tools
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SFA
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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summit financial advisors blog
The Chapters of Retirement
SFA, Retirement
Provided by Summit Financial Advisors

The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider.
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summit financial advisors blog
Which Type of IRA is Right for You?
SFA, Retirement, Protecting Your Finances
A message from the Summit Financial Advisor Program

There are two main types of IRAs – traditional IRAs and Roth IRAs – and both offer tax advantages.
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summit financial advisors blog
Plan now for income during your retirement
SFA, Career, Protecting Your Finances
A message from the Summit Financial Advisor Program
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