Summit Sounds Off

Life Insurance at Various Life Stages

September 9, 2019 | Category: Summit Sounds Off

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more... Read More

The Inversion Nobody is Talking About

September 3, 2019 | Category: Summit Sounds Off

By Nathan Bennett You have likely heard about the “Inverted Yield Curve” that occurred in the Treasury Bond markets recently. The media has been shrieking about it incessantly, given... Read More

Data Breaches: Protecting Your Identity and Your Money

August 21, 2019 | Category: Summit Sounds Off

Large-scale data breaches are in the news again, but that’s hardly surprising. Breaches have become more frequent — a byproduct of living in an increasingly digital world. During the... Read More

10 Money-Saving Travel Tips

June 10, 2019 | Category: Summit Sounds Off

Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow... Read More

How Much Money Should a Family Borrow for College?

May 1, 2019 | Category: Summit Sounds Off

There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much... Read More

Test Your Knowledge of Financial Basics

March 29, 2019 | Category: Summit Sounds Off

How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you’ll find details to... Read More

The Transformative Rise of Women in the Workforce — and the Remaining Gaps

March 8, 2019 | Category: Summit Sounds Off

By Dr. Jeff Rosensweig In his 2018 State of the Union (SOTU) address, President Donald Trump noted many jobs were created for women during his first two years as president. He... 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

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

The Long-Term Care Conundrum

October 7, 2017 | 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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