financial planning

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 →
Do You Have an Emergency Fund?
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone. Forty-six percent of Americans said they would have difficulty with an emergency expense of $400.¹ Furthermore, 140 million Americans have little or no savings at all.² With an emergency fund  Read More →

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