Supporting Our Community with Gradient Gives Back We appreciate your trust in Summit Financial! To show our appreciation, we’re proud to announce our partnership with the Gradient Gives Back Foundation. Gradient Gives Back provides critical support to local...
As we approach the tax filing deadline for 2023, we thought it would be a good idea to highlight different ways you can use your tax refund to help progress on your financial goals. While many individuals hope for a large refund every Spring, receiving a significant...
The increasing prevalence of blended households, often formed by individuals entering new marriages after divorce, presents unique challenges in estate planning. Blended families typically involve complex family structures, with spouses potentially having children and...
Tax Time Reminders: This is a reminder that if you took a distribution from an IRA in 2023, or if you had a non-retirement account that paid dividends or had trades placed, you will most likely receive a packet of 1099’s from both TD Ameritrade and Charles Schwab, and...
With rising inflation impacting many, individuals and families are on the search for ways to boost or supplement their income streams. In our previous blog, we explored various strategies for increasing your monthly earnings. In this article, we delve into the...
Choosing between a Traditional and a Roth IRA is one of the most frequent questions we receive from our clients. Understanding the differences between pre-tax contributions and post-tax contributions can assist in making a well-informed choice that aligns with...
