Summit Sounds Off

College Prep 101: The Importance of Adding a Durable Power of Attorney and a Health Care Directive to Your To-do List

By: Angela King| On: September 4, 2018 |Category: Summit Sounds Off

The “to-do” list for sending a child off to college might seem virtually endless—registration, shopping, dorm decorating, goodbyes (sniff, sniff). Probably the last thing on any parent’s mind before... Read More

Gray Divorce – Financial Considerations

By: Angela King| On: August 7, 2018 |Category: Summit Sounds Off

Although divorce is a difficult transition at any age, divorce at or near retirement carries distinct financial uncertainty. Preparing for the cost of two separate retirements with a limited... Read More

Key Retirement and Tax Numbers for 2018

By: Angela King| On: March 22, 2018 |Category: Summit Sounds Off

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here... Read More

The Health-Wealth Connection

By: Ann Danen| On: March 22, 2018 |Category: Summit Sounds Off

It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more... Read More

Video: Elder Care – Providing for Our Parents

By: summit| On: March 21, 2018 |Category: Summit Sounds Off

Providing for Our Parents:   Nearly one third of all American households are caring for an elder parent. This video provides 8 steps to take when caring for your... Read More

It’s Time for Baby Boomer RMDs!

By: summit| On: March 21, 2018 |Category: Summit Sounds Off

It’s Time for Baby Boomer RMDs! In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special... Read More

The Retirement Income Challenge

By: summit| On: October 18, 2017 |Category: Summit Sounds Off

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More

The Long-Term Care Conundrum

By: Angela King| On: October 7, 2015 |Category: Summit Sounds Off

How does one deal with a risk that has a high probability of occurrence, an unquestionably high cost when it happens, and insurance products meant to hedge the risk... Read More

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