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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?

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.

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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.

Young couple prepares financial documents

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.

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.

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Product vs. Process Approach:

Learn the differences between the product and process approach of investing and which approach Summit Wealth Partners prefers.

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.

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.

An older couple looks concerned as they look at finances

Long-Term Care Planning

Long-Term care planning is a primary concern for retirees. Learn how proper long-term financial planning helps cover healthcare costs in retirement.

Couple entering retirement appear happy

The Retirement Risk Zone

The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning can limit exposure.

photograph still life gambling scene with chair arrangement at a roulette table and slot machines in the background for title of retail investor or speculator

In the News | Retail Investor or Speculator?

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 […]