retirement planning

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 →
What to Do With an Inheritance
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
When a loved one dies, it’s already an emotional time, and receiving an unexpected windfall only complicates things. An inheritance can completely change your lifestyle or at least bolster your financial outlook, but only if you make sound decisions. The most important thing to keep in mind when dealing with an inheritance is to create  Read More →

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