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Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia

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Life Planning

Home » Life Planning

How the Executor and Beneficiaries of a Will Should Handle Assets

The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, there are two major roles involved in the handling of their estate. There’s the executor, whose job is …

How the Executor and Beneficiaries of a Will Should Handle AssetsRead More

If You Inherit an Employer-Sponsored Retirement Account or an Annuity, Here’s What You Need to Know

The following is adapted from Inheriting Chaos with Compassion. Oftentimes, when a loved one passes away, we end up inheriting assets we’re not equipped to handle. For most people, a perfect …

If You Inherit an Employer-Sponsored Retirement Account or an Annuity, Here’s What You Need to KnowRead More

Looking to Your Financial Future Starts with Knowing Where You Are

The following is adapted from Inheriting Chaos with Compassion. Many people resist seeing a financial advisor because they feel that every time they walk in, they’ll be told what they’re not doing …

Looking to Your Financial Future Starts with Knowing Where You AreRead More

After the Loss of Loved One, Your Mindset Around Money Might Shift

The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, the last thing you want to think about is money. The unfortunate reality is that life moves on, and …

After the Loss of Loved One, Your Mindset Around Money Might ShiftRead More

THE POWER OF PURPOSE

In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation.  One section, “The …

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Buying Ourselves the Gift of Time

Most adults are increasingly experiencing a time crunch.  The result is mounting stress and compromised health and vitality.  And yet, despite their best efforts, many individuals express frustration …

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The Psychology of Giving

Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a socialpsychologist at the University of British Columbia, also wanted to understand the effect of …

The Psychology of GivingRead More

INCREASING HAPPINESS IS A MATTER OF INTENTION

For many years, the prevailing theory was that individuals have a genetically determined happiness set point.   In other words, scientists believed that each person could temporarily …

INCREASING HAPPINESS IS A MATTER OF INTENTIONRead More

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Summit Financial Partners
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059

Fee-Only Investment Advisory and Financial Planning Firm
Serving the Greater Richmond, VA Region since 1999

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