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 …
Say Goodbye to the Stretch IRA {Video}
https://youtu.be/8FB3JSkBYf8 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 affected by it one way or another. Jennifer and …
What is Happening with the Housing Market??? {Video}
https://youtu.be/ZqGLDF4ovb0 Summit Live: Session 10 What is Happening with the Housing Market??? Hope Egan, a Principal with The Egan Team | Fathom Realty, is our special guest. Jennifer sat …
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Things We Wish We Did Sooner… {Video}
https://youtu.be/pG9jm6DSqrE 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 look at their past so there is …
50 Miles at Disney and 50 Miles in the VA Mountains {Video}
https://youtu.be/1A1KRMOirrc Summit Live: Session 8 50 Miles at Disney and 50 Miles in the VA Mountains Jennifer and Laura went to Disney for Spring Break and walked 50 miles in the process! Mike ran …
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6 Small Budgeting Tips that Make a Big Difference {Video}
https://youtu.be/RYNzD7y1qA0 Summit Live: Session 7 6 Small Budgeting Tips that Make a Big Difference Jennifer and Mike go through 6 different tips they compiled around budgeting that can make a huge …
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What Does Retirement Mean to YOU?
The Transamerica Center for Retirement Studies conducted a survey to explore the fundamental question, “What does retirement mean to you?” In selecting from a series of words associated with …
Roth 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 …
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Interview: Three Legal Documents to Have in Place with Your Adult Children {Video}
Local Richmond television station WTVR's Virginia This Morning invited Jennifer Luzzatto, CEO of Summit Financial Partners, to speak with hosts about the three most important documents you need to …
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Begin Your Estate Planning by Defining These Three Roles
The following is adapted from Inheriting Chaos with Compassion. The death of a loved one creates chaos in our lives. There are so many decisions to be made, and our fear of making the wrong choices …
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How to Evaluate an Investment Portfolio You Inherit
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if …
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Jennifer Luzzatto Guests on Keep It Juicy Podcast!
Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion "I learned firsthand how hard it is to settle someone’s estate when my husband died and then, …
