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Blog & Tools
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Retirement
Couple walking outside
Wise Decisions with Retirement in Mind
SFA, Retirement
Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort.
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Woman drinking coffee on the couch looking out the window
IRA Deadlines Are Approaching
SFA, Retirement, IRA
Provided by Summit Financial Advisors

Financially, many of us associate spring with taxes – but we should also associate December with important IRA deadlines.
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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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Group of women stretching outdoors
Conquering Retirement Challenges for Women
Retirement, SFA
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for women may need to stretch even further.
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Summit Financial Advisors
Retirement Blindspots
SFA, Retirement
We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly arise.
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Summit Financial Advisors
401(k) Plan Rollovers: 5 Frequently Asked Questions
Retirement, Financial Planning, SFA
Provided by Summit Financial Advisors
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