Blog Archives - Summit Financial

Meet the Team Behind Summit Financial Consulting

Oct 7, 2025

Hello, and welcome to Summit Financial Consulting’s refreshed and relaunched blog. There will be plenty of market insight and useful information to be found here in the coming days and weeks, but with this post, we would like to re-introduce ourselves.

Will Social Security Run Out of Money? What You Need to Know About the Future of Retirement Benefits

Oct 7, 2025

A common concern among our clients, both young and old, is whether the Social Security Fund will ever run out of money. And if so, what will happen to the benefits that Americans are currently receiving or expect to receive at retirement? With the current forecasts,...

COBRA vs. Marketplace: Choosing Health Insurance After Losing a Job

Oct 3, 2025

There are a lot of factors to consider when an employee is separated from employment or if they are planning to change jobs. One of those factors is health insurance coverage for themselves and their family members. We’ve previously covered the basics in this...

Investing for Engineers: A Structured, Strategic Approach to Building Wealth

Sep 17, 2025

Engineers, despite their high earning potential and analytical skills, may be unsure how to effectively invest their hard-earned savings. Many individuals may fall into financial traps, such as overconcentration in employer stock, delaying investment decisions due to...

Stock Market Commentary September 2025

Aug 28, 2025

On August 22nd, 2025, Federal Reserve Chairman Jerome Powell addressed the annual Jackson Hole Economic Symposium. During his remarks, he noted that the Federal Reserve is considering a reduction in interest rates during its next meeting on September 17 due to...

How Parents Can Save and Invest for Their Child’s Future

Aug 24, 2025

Parents often want to give their kids a financial head start but which type of account is best? We review non-qualified accounts, custodial accounts, 529 plans, and new tax-advantaged options. When we have a client who is set up for a successful retirement, we often...