Financial Planning

What to Do With an Inheritance
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
When a loved one dies, it’s already an emotional time, and receiving an unexpected windfall only complicates things. An inheritance can completely change your lifestyle or at least bolster your financial outlook, but only if you make sound decisions. The most important thing to keep in mind when dealing with an inheritance is to create  Read More →
Three Things to Know Before Taking a 401(k) Loan [Video]
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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When an emergency expense arises, many people turn to their retirement plan for quick cash. However, withdrawing funds earmarked for retirement can have much greater implications than one may realize. Tune in to this brief video from Fidelity to learn three things to be aware of prior to requesting a 401(k) loan. Securities and investment  Read More →

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