Tax Season is Here! Please remember that if you have a non-retirement account, the documents typically arrive in the 3rd or 4th week of February, so scheduling your tax prep on March 1st or later is the most safe path.     Market Indicators for 2025 January has...

As we begin 2025, we wanted to address some of the upcoming changes to tax laws that may impact our financial planning clients. While there are certainly more changes than we will discuss here, we specifically wanted to focus on changes that will be more front and...

Watch this Month’s Market Commentary on YouTube: Market Commentary January 2025 – Summit Financial Consulting LLC Reflecting on 2024 and Looking Ahead to 2025 2024 was a great year, and we want to thank you for being a client! We sincerely hope you had a happy holiday...

Deciding if/when to retire could potentially be one of your largest financial decisions in your lifetime, so we strongly recommend meeting with your personal advisor to review your financial plan to help ensure you can afford this major life change. This decision can...

The end of the year is a great time to perform an annual financial checkup! Just like doctors recommend getting an annual physical or well-being checkup, we recommend looking at your finances to ensure progress has been made over the past year. We previously discussed...

We recently discussed Monetary Policy in our previous blog post, and this time around, we will be discussing Fiscal Policy. These two policy efforts are implemented by various parts of the government, with Monetary Policy being controlled by the Federal Reserve and...

Watch this Month’s Market Commentary on YouTube: Market Commentary December 2024 – Summit Financial Consulting LLC   IRA to Roth IRA Conversions Because of our staggering U.S. Government National Debt, we believe that tax brackets may go up in the future. In...

It can be a stressful time when you decide if/when you are going to retire. Shifting from a consistent working income to relying on investments, social security, and other retirement benefits can be difficult to adjust to. This transition highlights the importance of...

We recently discussed Monetary Policy in our previous blog post, and this time around, we will be discussing Fiscal Policy.  These two policy efforts are implemented by different parts of the government, with Monetary Policy being controlled by the Federal Reserve and...

Watch this Month’s Market Commentary on YouTube Market Commentary November 2024 – Summit Financial Consulting LLC Open Enrollment Update If you have health insurance, either individually, for your business, or through Medicare, now is a great time to shop around and...

Choosing if/when to retire is one of the largest financial decisions someone will make during their lifetime. There are a lot of emotions and stress that can occur during this time, which can cause a change in risk tolerance. When this behavioral change occurs, it is...

Deciding if/when to retire could potentially be one of your largest financial decisions in your lifetime, so we strongly recommend meeting with your personal advisor to review your financial plan to help ensure you can afford this major life change. This can be a...

Watch this Month’s Market Commentary on YouTube CLICK HERE – Market Commentary October 2024 – Summit Financial Consulting LLC Beneficiary Designation Reminder: This is just a reminder that if you’ve experienced any significant life changes (such as marriage, divorce,...

One of the hottest conversations lately has been the Federal Reserve and its decisions toward monetary policy. This blog will be diving into how this may impact the overall economy along with bond investments. We will also touch on what expectations are for the next...

Watch this Month's Market Commentary on Youtube CLICK HERE - Market Commentary September 2024 - Summit Financial Consulting LLC   Could Presidential Election Outcomes Lead to Market Volatility? Since our last update, the preliminary polling is suggesting that we...