Employee Financial Resource Center

Simple Wills, Simply Put
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
Aside from a birth certificate, a will is possibly the most important legal document a person can have. The first states your legal existence; the second fulfills your last legal wishes. Despite its importance, many people forego creating a legal will. While it can be uncomfortable to consider one’s own mortality and annoying to pay  Read More →
Investing as New Parents
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
When you become a parent for the first time, the realization that another life depends on you financially can be overwhelming, especially if you haven’t thought much about your finances or investing goals before. This may be the first time you’re developing a real investing plan, or maybe you already have a plan that you’re  Read More →
Biggest Retirement Saving Mistakes to Avoid at Each Life Stage
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
According to Northwestern Mutual’s 2018 Planning & Progress Study, a shocking 21 percent of Americans have nothing at all saved for the future, and 78 percent say they are extremely or somewhat concerned about not having enough set aside for retirement. Everyone’s path to retirement is different, but there are general rules that can help  Read More →

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