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The SECURE Act: How it Impacts You and Your Family
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
In late December 2019, Congress passed and President Trump signed into law one of the most robust retirement reform bills in over a decade, the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The primary goal of this legislation was to make saving for retirement easier for working Americans. Although much of the legislation  Read More →
[VIDEO] How to Prioritize Your Savings
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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To save or not to save? Of course you should be saving! But, it can be complicated when you don’t know where to start. Should you pay off your car loan first, or save more for retirement? Tune in to view our handy hierarchy of savings! Securities and investment advisory services are offered solely through  Read More →
Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →

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