Financial Planning

When Should I Take Social Security Benefits?
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Before deciding when to begin taking Social Security, consider these factors: Other sources of income. Work with your retirement plan consultant to evaluate the tradeoffs involved in taking your Social Security benefits earlier (and letting other assets grow untouched for a longer period) vs. dipping into retirement assets immediately and deferring your Social Security benefits.  Read More →
Increase Retirement Plan Contributions Without Impacting Your Lifestyle
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
One of the best times to think about increasing your retirement plan contributions is when you get a raise. Any time you earn a raise, you have the opportunity to increase your retirement savings or begin saving for retirement without impacting your current lifestyle. Additionally, if your company offers a match, you may be able  Read More →
College Costs: More Than Just Tuition [Infographic]
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post
College tuition is increasing by the semester, but have you considered the rising costs of other college-related expenses? This infographic will remind you of the additional costs that can impact the overall amount needed to make it to graduation day. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC.  Read More →

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