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... 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

Vanessa Savage, CFP, Director, at Summit Financial Group, has been named one of three “Women Who are Winning*” by The Torch magazine, a Securian publication. The December article profiled... 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

Some of you may remember the announcement of our newly formed Summit Foundation back in December of last year. Yesterday our foundation, moved by the stories unfolding in Houston... Read More

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More

Our very own Rachael Kepke takes the title of Bracket Queen Supreme! As this year’s March Madness winner she has the honor of choosing a charity which Summit will... Read More

Our 5th annual Summit Symposium was everything it promised to be and then some! Over 300 clients and friends joined us at The Palm Event Center in Pleasanton on... Read More

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More

Summit Financial Group Partner, Nathan Bennett held a Virtual Town Hall Meeting on current market conditions followed by time for questions and answers on Monday, August 24th. If you... Read More

Is it possible that 2015 is half gone already? It seems we toasted the New Year mere moments ago; now we have time warped directly to summer vacation. When... Read More

A staggering 90 percent of American businesses are family owned or controlled. These range in size from two-person partnerships to Fortune 500 firms and together they generate about half... Read More

As we reflect on the conversations with clients in the last year, one question emerges as the most common among our retiring clients. Where am I going to generate... Read More