insurance

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 →
The Ouch Risk: Disability Income Insurance
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Your most valuable asset is your ability to earn an income. Should you or your spouse experience a serious illness or injury, how would the loss of income affect you? Combine the loss of income with increased expenses due to necessary medical care, and the financial stress of a disability can become just as taxing  Read More →
Fiduciary Liabilities: What Are They? How Can They Be Mitigated?
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
“Risk comes from not knowing what you are doing.”-Warren Buffett Being an ERISA fiduciary may entail personal liability. In addition to making the plan whole for any losses resulting from a breach of fiduciary duty, a fiduciary may be required to disgorge any profits obtained in committing the breach, and be subject to “such other  Read More →

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