beneficiary

Preparing for What’s Next: Getting Married
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post
Getting married is about more than spending your life with that special person you love. Marriage is one of the biggest lifestyle adjustments most of us will make. Merging two lives into one takes intentional planning and compromise. Beyond the wedding day, there are many considerations to take into account. To help you address some  Read More →
Retirement Plan Check-Up
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. We make annual appointments to check in with our health, but shouldn’t we also be periodically checking in on our wealth? Having a financial plan for retirement is critical, but so is  Read More →
Financial Spring Cleaning
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
Could your finances use a good cleaning this spring? You may already be planning to tackle your house with a broom and a bottle of bleach, so you might as well dust off your finances while you’re at it. Check off some of those nagging financial tasks this spring so you can relax over the  Read More →

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