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Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2022 begins.
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Couple in a hammock enjoying retirement
Estimating Your Retirement Income Needs
SFA, Retirement, Worth Saving For
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement.
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Couple on a sailboat in open water
Investing for Major Financial Goals
SFA, Worth Saving For, Investing
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, you may end up with enough money to meet your needs, but you have no way to know for sure.
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Family
How Much Life Insurance Do You Need?
SFA, Insurance
Provided by Summit Financial Advisors

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your children are grown. You should periodically review your needs to ensure that your life insurance coverage adequately reflects your life situation.
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Woman working on laptop
Conducting Your Mid-Year Financial Checkup
SFA, Financial Planning
While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on your financial well-being.
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Woman reviewing financial documents
Student Edition: Saving, Spending and Everything In Between
Student Loans, Saving, Money Tips, Student
Learn how to navigate saving, spending, budgeting and more to set yourself up for financial success from the start.
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