Financial Planning

Health Savings Accounts and Retirement
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Health care costs are rising for everyone, but as an older adult, you may face more challenges than the general population. For those worried about their financial future and ability to retire, the prospect of medical care is an additional concern. For instance, aging adults tend to face more chronic conditions and medical problems, leading  Read More →
The Tax Bill Has Landed
Team SummitEmployee Financial Resource Center, Employer Resource Center, Financial Planning, Plan Operations & AdminComments are off for this post
People from across the political spectrum have been united as they wait anxiously to see what’s going to make it into the unified version of the Tax Cuts and Jobs Act. Finally, the wait is over. This sweeping tax reform is poised to impact nearly every part of the American economy and, now that the  Read More →
Planning for the Future: Life Insurance Options
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
Purchasing a life insurance policy is an investment many people evaluate during the estate planning process. In the event of one’s death, a life insurance policy is a safety net that ensures their loved one’s future financial obligations will be met, covering items such as funeral costs, outstanding debt, estate taxes and everyday living expenses.  Read More →

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