Summit Sounds Off

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