Summit Blog

Debunking 5 Common Investment Myths {Video}

Posted in , ,

Join Jennifer and Mike in this enlightening discussion as they dismantle five prevalent myths about investing. From the misconception that investing is only for the wealthy to the belief that high risk always leads to …

Read More

2023 at Summit Financial Partners

Posted in , ,
Read More

Summit Giving 2023

Posted in ,

We asked our clients to vote for their top charities, and the votes are in! With a final tally of 164 votes, we have a THREE-WAY TIE for first place! Congratulations to Camp Kesem, Feed More, …

Read More

Thanksgiving… and GIVING!

Posted in , ,

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 …

Read More

A Frequent Client Question: “How is the Market Doing?”

Posted in , ,

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 …

Read More

Virginia Pre-Paid Tuition, Redesigned

Posted in , ,

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 …

Read More

Timing is Everything: When Is the Best Time to File for Social Security Benefits?

Posted in ,

When Is The Best Time To File for Social Security Benefits? The answer to this question is what I refer to as “My CPA’s Answer.”  He always tells me, “It depends” when I ask him …

Read More

Maximizing Your Retirement Income: Tax Planning Strategies You Need to Know! {Video}

Posted in ,

Jennifer and Mike explore how careful tax planning during retirement can save you money. Learn about the benefits of Roth conversions and taking capital gains during low-income years, and how to avoid costly Medicare premiums. …

Read More

Navigating Taxes During Retirement

Posted in ,

Navigating Taxes During Retirement: How Careful Tax Planning Can Save You Money Jennifer Luzzatto, CFA, CFP®   There can be several tax planning opportunities during retirement, especially in years when you are not required to …

Read More

Getting Your Financial Documents Organized: How a Little Effort Can Save You Time and Money {Video}

Posted in ,

When it comes to your finances, organizing papers and documents can be a daunting task. There are plenty of financial organization tips you’ve probably already heard to help you get started, but Jennifer and Mike …

Read More

SECURE Act 2.0 {Video}

Posted in ,

SECURE Act 2.0, passed by Congress and signed into law by President Biden in December 2022, may have an impact on your retirement savings and income strategy. Jennifer and Mike sit down to explore the …

Read More

2022 at Summit Financial Partners

Posted in , ,

It has been an eventful year personally and professionally as, for the most part, the world has fully emerged from Covid restrictions. We are grateful that we have walked along side you through most of …

Read More

Have questions? We’re here for you. Let’s talk.