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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 headlines could […]
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?
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.
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 […]
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.
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.
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.
Summit’s Social Security FAQ answers all of your questions. Learn more about the significant changes for 2022 and the program’s future.
It’s never too early to start investing. Read more about our guide for financial planning for millennials and Summit’s financial management services.
Many investors are wondering if they should get back into the stock market. Read Summit’s tips about the best time to start investing.
An aversion to loss causes investors to make poor decisions during an economic downturn. Read Summit’s tips for thriving in turbulent markets.
Learn the differences between the product and process approach of investing and which approach Summit Wealth Partners prefers.
Learn what qualities to look for when selecting a financial planner and how the advisors at Summit Wealth Partners create positive experiences.
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.
Are you wondering why the stock market is dropping? In this blog, we’ll discuss contributing factors and explain how to protect yourself.
Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients save money.
Summit Wealth offers long-term investing truths that help you become financially successful. Read more about our investment strategies.
Long-Term care planning is a primary concern for retirees. Learn how proper long-term financial planning helps cover healthcare costs in retirement.
The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning can limit exposure.
Women face different challenges when planning for retirement. Read about the obstacles and the services Summit provides to achieve your goals.
Much has been made of the rise and power of a new clan of retail investors. This new type of ‘investor’ has been bred by the pandemic and shutdowns. They […]