Summit Financial Group is looking for a motivated individual for the Summer of 2022 in our San Ramon, CA office as a paid intern. We are an established financial... Read More

If you have ever been caught off-guard by large medical bills, a long-running practice known as balance billing might be the reason. A balance bill — which is the... Read More

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to pay a beneficiary’s qualified... Read More

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of... Read More

In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely... Read More

Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely that governments will look... Read More

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine... Read More

Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most out of what your... Read More

On Friday, April 24th the president signed another relief package which extends the Paycheck Protection Program (PPP) and allocates an additional $310 billion. The original $349 billion allocated for... Read More

The coronavirus has dealt the U.S. economy an unexpected blow, and people are faced with the challenging task of managing expenses and cash flow while being strategic for the... Read More

On Friday March 27, 2020, Congress passed the Coronavirus Aid, Relief and Economic Security (CARES) Act, meant to provide federal government support to taxpayers due to the COVID-19 pandemic... Read More

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.1 Here are answers to some... Read More

In light of recent events, it’s more important than ever to come together as a community. Some of our clients have asked if we know of ways to help.... Read More

Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While costs can vary significantly depending on the region... Read More

The IRS recently issued its 2020 cost-of-living adjustments. With inflation remaining largely in check, many amounts increased only slightly, and some stayed at 2019 levels. While the actual impact... Read More

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires... Read More

Formed just after the terrorist attacks on 9/11, the Danville Chapter of Blue Star Moms of America serves as a support group for mothers with children serving our country.... Read More

What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best... Read More

The IRS has announced the 2019 optional standard mileage rates for computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes. Effective... Read More

  The Yield Curve The yield curve is all over the financial news this week, but many people don’t know what it is, or why we care about it.... Read More

By Nathan Bennett Happy Birthday, USA!  I’m an unapologetic fan of the 4th of July. I think America is the best country on earth (despite our efforts to mess... Read More

It’s official! Plans are being made for our 16th Annual Charity Golf Tournament. The first order of business was choosing our charity.  We began our search knowing that whichever... Read More

Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson... Read More

Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for... Read More

  Dear Valued Client, As you have likely heard, Equifax – one of the major credit companies in the US – had their security breached, and more than 140... Read More