From Power of Attorneys to Pour Over Wills: Strengthening Your Estate Plan
This month, we will continue our discussion of estate planning techniques. We will be focusing on four additional tools that can be used to enhance an individual’s estate planning. These tools are Power of Attorneys, Patient Advocates, Pour Over Wills, and Stretch IRA...
Understanding Per Capita vs. Per Stirpes Beneficiary Designations in Estate Planning
Estate Planning – Don’t Overlook it! If you have been following our recent blog postings, you may have noticed we have been focusing heavily on the investment management side of our business. However, comprehensive financial planning involves a wide...
When Should You Start Saving for Retirement?
When Should Retirement Saving Begin? One of the most frequent questions our financial planners get is “When do I need to start saving for retirement?” followed closely by “How much should I be saving?” The simple answers are “Today” and “As much as you can afford...
Your Local Financial Planners: The SFC Difference
Summit Financial has been an integral part of Sterling Heights since 1987. Our family of financial planners has grown and thrived along with our community.