Trusted Contact Form If you have not met with us recently for a review meeting, we strongly encourage you to request a Trusted Contact form. If you were incapacitated, it gives us permission to speak freely with anyone you name, such as spouses or children, about your...

This month’s blog topic really hits home for me. My wife and I are in the final month of pregnancy for our first child! I feel that this experience has provided me with some firsthand experience that deserves to be relayed to our clients. There was a lot more...

Risk Tolerance is an ongoing conversation we have with every client. Risk Tolerance can simply be defined as how much volatility an investor can handle. Volatility refers to the ups and downs in the markets and the associated investments. So, risk tolerance is used to...

Supporting Our Community with Gradient Gives Back We appreciate your trust in Summit Financial! To show our appreciation, we're proud to announce our partnership with the Gradient Gives Back Foundation. Gradient Gives Back provides critical support to local families...

In our recent market commentary, we addressed the potential implications the presidential election may have on the financial markets. This blog will take this concept into account and dive deeper into our analysis. Of course, historical results do not predict future...

Have you ever considered opening a Health Savings Account (HSA) but felt unsure whether it aligns with your financial and healthcare needs? Our previous blog highlighted different ways you can use your tax refund to help progress on your financial goals, including...

Supporting Our Community with Gradient Gives Back We appreciate your trust in Summit Financial! To show our appreciation, we're proud to announce our partnership with the Gradient Gives Back Foundation. Gradient Gives Back provides critical support to local families...

As we approach the tax filing deadline for 2023, we thought it would be a good idea to highlight different ways you can use your tax refund to help progress on your financial goals. While many individuals hope for a large refund every Spring, receiving a significant...

The increasing prevalence of blended households, often formed by individuals entering new marriages after divorce, presents unique challenges in estate planning. Blended families typically involve complex family structures, with spouses potentially having children and...

Tax Time Reminders: This is a reminder that if you took a distribution from an IRA in 2023, or if you had a non-retirement account that paid dividends or had trades placed, you will most likely receive a packet of 1099’s from both TD Ameritrade and Charles Schwab, and...

With rising inflation impacting many, individuals and families are on the search for ways to boost or supplement their income streams. In our previous blog, we explored various strategies for increasing your monthly earnings. In this article, we delve into the...

  Choosing between a Traditional and a Roth IRA is one of the most frequent questions we receive from our clients. Understanding the differences between pre-tax contributions and post-tax contributions can assist in making a well-informed choice that aligns with...

Get Ready for Tax Season: When to Expect Tax Documents and Tax Prep Services If you haven’t already, you will most likely receive a packet of 1099’s from both TD Ameritrade and Charles Schwab, most likely in the last week of February or the first week of March at the...

As we enter 2024, making organization a priority can be an excellent New Year's resolution. This goal can be pursued year-round or as part of a seasonal Spring-Cleaning regimen. This can range from decluttering your home, creating an efficient calendar or activity log...

  In a previous post, we discussed the topic of long-term care planning and the options available to help cover potential long-term care expenses. In this post, we will focus on Activities of Daily Living (ADLs) and how they are used to determine eligibility for...