Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Is your child spreading their wings and heading off to college? As exciting as this milestone is, it also brings new financial considerations for parents, such as: • Reviewing your estate planning documents and beneficiary designations • Evaluating changes to your cash flow and budget as your child becomes independent • Considering the tax implications…
Being thankful is often the aspect of Thanksgiving that receives the most focus. While being thankful daily is important, we also want to talk about giving. Americans are generally generous people. Sixty to seventy percent of Americans make charitable contributions each year, while 90% of affluent Americans give regularly to charities each year. While most…
Saving for College with the Virginia529 Tuition Track Portfolio Jennifer Luzzatto, CFA, CFP®, AIF® My daughter is a senior in high school this year, so college is a big topic (and a source of stress) in our household. I cannot quite convince her that no matter the outcome of the college admission process, she…
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. …
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 affected by it one way or another. Jennifer and Mike discuss a couple of those ways and how you can…
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 special guest. Jennifer sat down with Hope to discuss the crazy real estate market we have experienced in 2020 and…
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 look at their past so there is a better idea of how they got to where they are today. Whether…
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 compiled around budgeting that can make a huge difference to your financial future! Want to chat more? We’re always…
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 retirement, Baby Boomer, Generation X, and Millennial respondents alike cited “freedom,” “enjoyment,” and “stress-free” as their top picks. However, despite this shared vision of retirement, the…
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. They go over different advantages and disadvantages that you should be considering and other factors to think about when deciding…
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 Mike Sigmon talk about how there isn’t a “one size fits all” answer when it comes to you and your…
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 have in place for when your child turns 18 and becomes an adult. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on…
