estate planning

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 →
The Sound of Music: Financial Lessons From Your Favorite Hits
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post
With the 61st GRAMMY Awards just around the corner, music is on the mind! You expect financial advice from an advisor, and even sometimes from your friends and family (whether you want it or not). The last place you expect to hear it is singing along to your favorite song—but that doesn’t mean it’s not  Read More →
Planning for the Future: Life Insurance Options
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
Purchasing a life insurance policy is an investment many people evaluate during the estate planning process. In the event of one’s death, a life insurance policy is a safety net that ensures their loved one’s future financial obligations will be met, covering items such as funeral costs, outstanding debt, estate taxes and everyday living expenses.  Read More →

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