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 could be contributing to our economic outlook.
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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 thinking of withdrawing from your retirement accounts before you reach retirement age, you need to be aware of the penalties on early withdrawal.
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 this article to learn more about them.
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.