Summit Insights Blog | Summit Wealth Partners

What Is a Capital Gains Tax, and How Does It Work?

Tax deferral is an excellent option, whether you have a complicated filing this year or want to grow your wealth […]

Tax deferral is an excellent option, whether you have a complicated filing this year or want to grow your wealth […]

Not all financial advisors are created equal. Learn what to look for in a financial advisor and how to make […]

Estate tax is a tax on the property you transfer to others upon death. With the right planning strategy, you […]

Summit’s Social Security FAQ answers all of your questions. Learn more about the significant changes for 2022 and the program’s […]

It’s never too early to start investing. Read more about our guide for financial planning for millennials and Summit’s financial […]

Many investors are wondering if they should get back into the stock market. Read Summit’s tips about the best time […]

An aversion to loss causes investors to make poor decisions during an economic downturn. Read Summit’s tips for thriving in […]

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 […]

Falling for common investing myths negatively impacts the health of your portfolio. Learn 10 common money myths and how Summit […]

Are you wondering why the stock market is dropping? In this blog, we’ll discuss contributing factors and explain how to […]

Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients […]

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 […]

The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning […]

Women face different challenges when planning for retirement. Read about the obstacles and the services Summit provides to achieve your […]

Much has been made of the rise and power of a new clan of retail investors. This new type of […]

The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial […]

The election of 2020 is currently being advertised as one of the most historic elections. However, from our perspective, we […]

We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially […]