Stock Market Commentary December 2024

Stock Market Commentary December 2024

Watch this Month’s Market Commentary on YouTube: Market Commentary December 2025 – 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...
Retirement Tax Planning: Key Strategies to Preserve Your Savings

Retirement Tax Planning: Key Strategies to Preserve Your Savings

It can be a stressful time when you decide if/when you are going to retire. Shifting from a consistent working income to relying on investments, social security, and other retirement benefits can be difficult to adjust to. This transition highlights the importance of...
Stock Market Commentary November 2024

Stock Market Commentary November 2024

Watch this Month’s Market Commentary on YouTube Market Commentary November 2024 – Summit Financial Consulting LLC Open Enrollment Update If you have health insurance, either individually, for your business, or through Medicare, now is a great time to shop around and...
Retirement Planning Essentials: Budgeting and Legacy Considerations

Retirement Planning Essentials: Budgeting and Legacy Considerations

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 can be a...