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 previously discussed...
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...
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...
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 different parts of the government, with Monetary Policy being controlled by the Federal Reserve and...
