The 10 Most Common Estate Planning Mistakes
One of the biggest challenges for upcoming retirees is finding a way to manage taxes. Can planning for a tax-free retirement make it easier?
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SUMMIT INSIGHTS – BLOG
How to Claim the EV Tax Credit
One of the biggest challenges for upcoming retirees is finding a way to manage taxes. Can planning for a tax-free retirement make it easier?
Q3 2022 Commentary: Discipline Reveals Opportunities for Long-Term Investors
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially during these times of uncertainty, where the latest coronavirus headlines […]
Tax-Free Retirements: Fact or Fiction?
One of the biggest challenges for upcoming retirees is finding a way to manage taxes. Can planning for a tax-free retirement make it easier?
What Is the Penalty on Early Withdrawal for Retirement Accounts?
If you’re thinking of withdrawing from your retirement accounts before you reach retirement age, you need to be aware of the penalties on early withdrawal.
What Is a Gift Tax?
A gift tax is a tax applied to the transfer of property from one individual to another.
When Should You Refinance Your Mortgage?
If you’re considering refinancing your mortgage, you probably have many questions to ask financial experts. Along with interest rates, closing costs, and term lengths, there are several things to consider.
What Is a Capital Gains Tax, and How Does It Work?
Capital gains taxes are taxes paid to the Internal Revenue Service for profits from the sales of various assets. But how capital gains taxes work can be complicated. Continue reading […]
What Is a Tax Deferral?
Tax deferral is an excellent option, whether you have a complicated filing this year or want to grow your wealth without tax implications. Find out why.
What To Look For in a Financial Advisor
Not all financial advisors are created equal. Learn what to look for in a financial advisor and how to make the best decision for your needs.
What Is Estate Tax and How Can I Manage It?
Estate tax is a tax on the property you transfer to others upon death. With the right planning strategy, you can reduce or avoid payment amounts.
Social Security FAQs
Summit’s Social Security FAQ answers all of your questions. Learn more about the significant changes for 2022 and the program’s future.
Financial Planning for Millennials Guide
It’s never too early to start investing. Read more about our guide for financial planning for millennials and Summit’s financial management services.
Should I Get Back Into the Stock Market Now?
Many investors are wondering if they should get back into the stock market. Read Summit’s tips about the best time to start investing.
How To Thrive in Turbulent Markets
An aversion to loss causes investors to make poor decisions during an economic downturn. Read Summit’s tips for thriving in turbulent markets.
Product vs. Process Approach:
Learn the differences between the product and process approach of investing and which approach Summit Wealth Partners prefers.
What To Consider When Selecting a Financial Planner
Learn what qualities to look for when selecting a financial planner and how the advisors at Summit Wealth Partners create positive experiences.
10 Common Investing Myths
Falling for common investing myths negatively impacts the health of your portfolio. Learn 10 common money myths and how Summit helps you stay on track.
Where did this stock market volatility and 10% drop come from?
Are you wondering why the stock market is dropping? In this blog, we’ll discuss contributing factors and explain how to protect yourself.
Tax Strategies For High-Income Earners
Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients save money.
Long-Term Investing Truths
Summit Wealth offers long-term investing truths that help you become financially successful. Read more about our investment strategies.