Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
A Frequent Client Question: “How is the Market Doing?”
We are often asked about “the market,” and people are always referring to either the Dow Jones Industrial Average or the S&P 500 when they ask that question. But there are other stock markets and many more stocks that can be invested in, outside of the stocks represented in those two indices. The graphic below…
Interview: Your Social Security questions answered {Video}
By: Virginia This Morning Posted at 12:59 PM, Jun 02, 2021 RICHMOND, Va. — Social Security benefits continue to be a challenge for many to navigate. Today we are joined by Jennifer Luzzatto, CFA, CFP®, President at Summit Financial Partners, Inc. who shares her insight and more! For more information, visit the Summit Financial Partners website. WTVR…
Social Security Planning: The Basics
When to file for Social Security seems to be an easy decision, one should just file at their “Full Retirement Age,” right? That can be the correct answer, but there are many nuances to filing for Social Security that can have long range implications on how much Social Security income you receive over your lifetime. …
Estate Planning: Is It Necessary? {Video}
Estate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon sits down with Matthew Reinaker of Asurest to talk Estate Planning and answer those questions and more. (Spoiler Alert: Chances are,…
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