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...
Watch this Month’s Market Commentary on YouTube CLICK HERE – Market Commentary October 2024 – Summit Financial Consulting LLC Beneficiary Designation Reminder: This is just a reminder that if you’ve experienced any significant life changes (such as marriage, divorce,...
One of the hottest conversations lately has been the Federal Reserve and its decisions toward monetary policy. This blog will be diving into how this may impact the overall economy along with bond investments. We will also touch on what expectations are for the next...
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...
