Stock Market Commentary October 2025
In our last update, we mentioned that we have financial planning software that helps us determine how much you should potentially convert from IRA to Roth IRA accounts each year. If you’re interested in converting an IRA to a Roth IRA, now is a good time to get the...
Meet the Team Behind Summit Financial Consulting
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
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
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...