Budgeting for a Home Purchase: Everything You Need to Know

Budgeting for a Home Purchase: Everything You Need to Know

Buying a home is one of life’s most significant milestones. Whether you are buying your first home or have been through this process before, there are a few budgeting tips that we want to address. These tips can help you prevent surprises and stay on track so...
Stock Market Commentary November 2023

Stock Market Commentary November 2023

Health Insurance Open Enrollment: Summit Health Services is now offering appointments to review any health insurance questions you may have. They can quote a large number of available options to make sure you have the best plan for your specific needs. Call us today...
Designations Matter: Why I Pursued my CFP® Certification

Designations Matter: Why I Pursued my CFP® Certification

Every profession has designations that reward hard work and dedication. For example, personal accountants often pursue their Certified Public Accountant (CPA) designation. In our industry, one such designation is the CERTIFIED FINANCIAL PLANNER™ certification. The...
Exploring the Potential of Annuity Income in Retirement

Exploring the Potential of Annuity Income in Retirement

In the past, annuities have earned a harsh reputation. This is due to untrustworthy salespeople pushing products on investors in order to simply earn a commission. As fiduciaries, we are required by law to do what is in the best interest of the client, regardless of...
Stock Market Commentary October 2023

Stock Market Commentary October 2023

Update on TD Ameritrade to Charles Schwab Conversion The transition finally occurred this month! Please note you will receive a statement from TD Ameritrade this month showing a zero balance with a transfer out, and then you’ll see a Schwab statement showing a...