Financial Planning 14 | Summit Group 401(k) Consulting

Financial Planning

December 12, 2018Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post

If you get an inheritance from your spouse, parents or other generous benefactor, chances are that all or some of that inheritance will be in the form of an IRA. Many people are opting for IRAs, especially retirees who often roll over their 401(k) upon retiring. The rules for accepting an inherited IRA are different Read More →

Paying Off a Mortgage Early

November 27, 2018Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post

Taking out a mortgage loan to buy a home has become commonplace among homeowners, allowing them to buy a home over time rather than paying a lump sum that many people can’t afford. However, after a few years, the shine of homeownership can wear off and mortgage payments become just another bill to pay. For Read More →

Life Insurance: Whole, Term, and Universal

October 30, 2018Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post

Buying life insurance is a way for an individual to protect their dependents from unpaid liabilities and uncovered expenses in the event of their own death. The benefits of a life insurance policy can be unclear and may lead to challenges when trying to determine which policy is the best for different situations. In this Read More →

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