Financial Planning

Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last?
Team SummitEmployee Financial Resource Center, Employee Outcomes, Employer Resource Center, Financial Planning, Retirement PlanningComments are off for this post
For many years the investment advisory community has proposed that if retirees withdrew their retirement assets at the rate of 4% annually there is a high probability that assets would last to normal life expectancy. The 4% “rule” is not a one-size-fits-all solution, and there are several variables to consider, but it could at least  Read More →
Time for a Financial Checkup
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or financial life? If life changes have occurred, you may want  Read More →

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