In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. One of our favorite analogies to use with clients is to compare Surviving Retirement with Climbing Mount Everest. Not only does this align with our Summit brand, but we believe it is a great illustration to
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We have seen that our clients are often surprised that they have a few different options to consider as it relates to their employer sponsored retirement plans when they change jobs. This blog post will detail the different options that are available and what our typical input is as it relates to this decision.
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Both February and March were negative which led to a 10% loss for the S&P 500. We would be happy to discuss your personal performance versus the indexes at any time to compare/contrast it, so feel free to give us a call to schedule a review meeting. While being down year to date is not
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We have been receiving the same set of recurring questions from clients, so we thought we would address them in this blog update. Here it is. What Are Tariffs? What are tariffs? And how do they affect my investments? This has been a popular topic because President Trump is threatening to increase tariffs on some
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In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. While planning for retirement is important, we also believe you should plan for what happens after your retirement. By this, we mean that you should plan how your estate will be handled when you pass away.
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