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...
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...
