financial planning

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 →
Crafting Your Financial Game Plan in the New Year
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Financial New Year’s resolutions are one of the most common, as nearly one-third of Americans plan to make one in 2019 according to a Fidelity survey. While wishing to strengthen your financial situation in the new year is a good first step, actually following through on this can be difficult. Everyone’s situation is unique, but  Read More →
SG401k Launches Financial Wellness Program
Team SummitOur NewsComments are off for this post
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 →

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