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Summit Sounds Off

Year-End Charitable Tax Planning

December 27, 2018 | Category: Summit Sounds Off

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is... Read More

What Happened to Your Money?

December 13, 2018 | Category: Summit Sounds Off

If you don’t know what happened to your money during the past year, it’s time to find out. December and January are the perfect months to look back at... Read More

Talking to Your Teen About Money

November 30, 2018 | Category: Summit Sounds Off

  Talking to Your Teen About Money You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking... Read More

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

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

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

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

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

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!

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

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

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