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Blog & Tools
Between you and your money, you can make it happen. We can help.
SFA
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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Summit Financial Advisors
QUARTERLY ECONOMIC UPDATE: Q3 2021
SFA
A review of Q3 2021, Presented by Summit Financial Advisors.
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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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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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Summit Financial Advisors
QUARTERLY ECONOMIC UPDATE: Q2 2021
SFA
A review of Q2 2021, Presented by Summit Financial Advisors.
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