Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Say Goodbye to the Stretch IRA {Video}
Say Goodbye to the Stretch IRAWatch this video on YouTube Say Goodbye to the Stretch IRA The SECURE Act was passed in Dec of 2019 and we are starting to see more and more people …
Read MoreWhat is Happening with the Housing Market? {Video}
What is Happening with the Housing Market?Watch this video on YouTube Summit Live: Session 10 What is Happening with the Housing Market? Hope Egan, a Principal with The Egan Team | Fathom Realty, is our …
Read MoreThings We Wish We Did Sooner… {Video}
Things We Wish We Did Sooner…Watch this video on YouTube Summit Live: Session 9 Things We Wish We Did Sooner… Part of the planning process with clients at Summit Financial Partners is to take a …
Read More6 Small Budgeting Tips that Make a Big Difference {Video}
6 Small Budgeting Tips that Make a Big DifferenceWatch this video on YouTube Summit Live: Session 7 6 Small Budgeting Tips that Make a Big Difference Jennifer and Mike go through 6 different tips they …
Read MoreRoth Accounts: Do you have one? Should you? {Video}
Summit Live: Session 5 Roth Accounts: Do you have one? Should you? Do you have money saved in a Roth? Should you? Mike and Jennifer of Summit Financial Partners discuss Roth IRA’s, 401k’s and conversions. …
Read MoreDiversification: Always Having to Apologize for Something {Video}
Summit Live: Session 4 Diversification: Always Having to Apologize for Something… “Don’t put all your eggs in one basket” – Age old advice that is still important today! When it comes to diversifying your portfolio, …
Read MoreHas the Stock Market Recovered? Fake News? {Video}
Summit Live: Session 3 Has the Stock Market Recovered? Fake News? The Stock Market is a constant headline in the news. But what does it actually mean with when the media tells you the market …
Read More2020 – Year in Review
We are not even two weeks into 2021 and it seems like so much has happened already! As Mike and I sat down to review 2020 and look forward to 2021, we wanted to share …
Read MoreFinancial Planning vs Investing {Video}
Summit Live: Session 1 Financial Planning vs Investing… Do they work together? How important is it for your investments to coincide with your financial plan? Do you even need a financial plan? Jennifer Luzzatto and …
Read MoreShould the Percentage of Stocks You Own be 100 Minus Your Age?
It is often said that percentage of stocks that one should own in their investment portfolio is 100-minus their age. Is this a good rule of thumb? I am not sure where this “rule” originated, …
Read MoreHere’s How You Can Grow Your Wealth Through Stocks
The following is adapted from Inheriting Chaos with Compassion. If you inherit an investment portfolio from a loved one after they pass, unless you’re an investor, you might look at the mix of stocks, bonds, …
Read MoreHave questions? We’re here for you. Let’s talk.
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