We have been receiving a lot of questions regarding I Bonds lately, so I thought I would pull together what I know about them to share with everyone. I Bonds generally stay below my radar because I …
Should We Be Worried About Inflation?
It depends on which perspective we are thinking about inflation. Yes, inflation is very worrisome. We are getting a “pay cut” even though the dollars flowing into our checking accounts from salaries …
Social Security Planning: The Basics
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 …
Can Your Tax Returns Help with Future Financial Planning?
Tax returns are a pain point for most of us. The process of gathering the needed documentation, handing the data to your accountant, or inputting the data into a program yourself, culminating with …
Can Your Tax Returns Help with Future Financial Planning?Read More
The Markets Stink. Now what?
The Markets Stink. Now what? 2018 was a pretty good year for stock market returns…. Until October. Since then we have been hit with very difficult performance. A couple of weeks ago, …
Dimensional Funds: A great perspective on the market’s recent downturn
Here is a great perspective on the market's recent downturn from Dimensional Funds Advisors: …
Dimensional Funds: A great perspective on the market’s recent downturnRead More
Summit’s New Look
Summit Financial Planning is now Summit Financial Partners. A new year, a fresh look, and an unwavering commitment to our clients, Summit Financial Planning is proud to kick off 2018 with an updated …
IRAs, 401(k)s and Other Retirement Savings Accounts: You Don’t Have As Much Saved as It Looks Like You Do
IRAs, 401(k) Plans and other retirement savings accounts are a good deal, especially if you receive a contribution from your employer to match your own contributions. That is an automatic return on …
Fear: An Investor’s Enemy
In my last newsletter I touched on the fact that I am, by nature, an introvert. While reading Susan Cain’s Book, “Quiet,” I discovered that there is a scientific belief that part of what makes a …
Confessions of an Introvert
By nature, I am an introvert. It is much more comfortable for me to listen than to talk. Recently, however, I came to the realization that this is not always the best choice. As a financial planner, …
Meet Dante
On occasion, you will find a black Labrador Retriever named Dante in residence at our office. Dante is a general service dog who was trained by Service Dogs of Virginia …
Black Friday Becoming Black Thursday?
Are we so desperate to shop that we are willing to forego enjoying the one non-commercial holiday left? This article talks about how Black Friday is more and more becoming Black …
