retirement planning

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 →
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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