inheritance

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 →
Simple Wills, Simply Put
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
Aside from a birth certificate, a will is possibly the most important legal document a person can have. The first states your legal existence; the second fulfills your last legal wishes. Despite its importance, many people forego creating a legal will. While it can be uncomfortable to consider one’s own mortality and annoying to pay  Read More →

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