financial planning

SG401k Launches Financial Wellness Program
Providing Your Employees with Unlimited Access to (Real, Live Human) Financial Coaches Summit Group 401(k) Consulting (SG401k) recently launched, what we believe to be, the most effective, standalone Financial Wellness program available. One that doesn’t simply leverage a fancy website, articles and calculators, but one that adds the most impactful element of all – the  Read More →
What to Do With an Inheritance
When a loved one dies, it’s already an emotional time, and receiving an unexpected windfall only complicates things. An inheritance can completely change your lifestyle or at least bolster your financial outlook, but only if you make sound decisions. The most important thing to keep in mind when dealing with an inheritance is to create  Read More →
Insurance for Married Couples
Newly married couples have a lot of financial changes to consider, including what to do about insurance. Getting married means combining your belongings and financial responsibilities, so naturally, the way you protect them from risk must change as well. You likely already had various types of insurance prior to getting married, depending on if you  Read More →

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