Watch this Month’s Market Commentary on Youtube CLICK HERE – Market Commentary September 2024 – Summit Financial Consulting LLC Could Presidential Election Outcomes Lead to Market Volatility? Since our last update, the preliminary polling is...
We believe that it is our duty to help educate our clients on proper cybersecurity protocols to help protect their information and privacy. While we take adequate steps to ensure our office remains protected, a lot of damage can be done to our clients from their...
The recent SECURE 2.0 legislation has changed a handful of rules pertaining to retirement accounts, including the distribution requirements of beneficiaries. Key Changes in Distribution Requirements Previously, the rules were more lenient, allowing...
Business Owner Requirement If you are the owner of an LLC or corporation, the Financial Crimes Enforcement Network of the United States is requiring you to file a report. The deadline is 12/31/2024 and the fine is $500 per day if you do not file a report. If your tax...
We would like to take this opportunity to introduce you to our company and our team. Bob Wink has been a financial advisor for over 36 years and is the President of our firm, Summit Financial Consulting, LLC. Along with his sons, Ken and Jim Wink, our in-house CFP®...
Credit cards can be a very polarizing topic when discussing personal finances. There are some out there that swear they will never own a credit card and there are some who solely use their credit card to pay for as many expenses as possible. Today, we will break down...
