Stock Market Commentary April 2022

Stock Market Commentary April 2022

Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 3.15% Guaranteed for five years Tax deferral...
What Does Russia-Ukraine Conflict Mean for the Market?

What Does Russia-Ukraine Conflict Mean for the Market?

Please watch this video to receive an update on the stock market since Russia invaded Ukraine.  Please click on the expand button in the lower right-hand corner of the video (just to the left of the word “Vimeo” to watch it with full...
Understanding the Basics of Health Insurance

Understanding the Basics of Health Insurance

Health Insurance For Dummies Purchasing healthcare coverage can be one of the most daunting items on anybody’s “to-do” list. But the good news is that understanding your options can make the buying process much more manageable — providing you...
COVID-19 & Tax/IRA Deadline Updates

COVID-19 & Tax/IRA Deadline Updates

COVID-19 UpdateYou have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much we can save...
Understanding Sequence of Returns Risk

Understanding Sequence of Returns Risk

Here at Summit Financial, we believe the largest risk to a retirement income plan is the Sequence of Returns Risk. In this month’s blog, we will be discussing specifically what this risk is, the affects it can have on retirement, and how we can manage this risk...