Financial Planning

Path to Cash: A List of Potential Money Sources When in Need
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post
During challenging and unpredictable times like these, it is inevitable that some individuals or families may find themselves in a difficult financial situation. These are often caused by reduced hours, company-wide pay reductions, furloughs, and layoffs. If you, a family member, or a friend are currently experiencing a reduction in the monthly income needed and  Read More →
The CARES Act: Summary of Key Provisions for Individuals
Team SummitBudgeting & Debt, Employee Financial Resource Center, Employee Outcomes, Employer Resource Center, Financial Planning, Retirement PlanningComments are off for this post
On March 27th, Congress passed and the President signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act, marking the largest economic stimulus package the U.S. has seen to date. In addition to the $2 trillion allocated toward immediate healthcare needs and emergency lending to businesses, states, and municipalities, various provisions were passed  Read More →
The SECURE Act: How it Impacts You and Your Family
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
In late December 2019, Congress passed and President Trump signed into law one of the most robust retirement reform bills in over a decade, the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The primary goal of this legislation was to make saving for retirement easier for working Americans. Although much of the legislation  Read More →

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