Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
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 and retirement sources have not decreased. It makes us think more carefully about how much we drive and what foods to buy. Inflation…
We’ve had the same question from a few clients recently: “Are you a fiduciary?” The answer is YES, but there’s more to it! We’re chatting today about fiduciaries, and what it means to be fee-only or fee-based. Want to chat more? We’re always here! Schedule A Call with Us » What is…
The Cost of Trying to Time the MarketWatch this video on YouTube The impact of missing just a few of the market’s best days can be profound. We have a pretty cool data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index that illustrates the dangers of trying to…
IRA or 401k? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. IRA or 401k? 5 Things You Can Do with an IRA That You Can't With a 401kWatch this video on YouTube Find out more about Financial Planning at Summit >> Key…
Jennifer and Mike discuss inflation. What is causing it? Will it continue? What can we expect going forward and how do we prepare for possible inflation or hyperinflation? Inflation – Should you be concerned? And what you can do to protect against it!Watch this video on YouTube Want to chat more? We’re…
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. …
Estate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon sits down with Matthew Reinaker of Asurest to talk Estate Planning and answer those questions and more. (Spoiler Alert: Chances are,…
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…
50 Miles Each! Spring Break 2021Watch this video on YouTube 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 a 50 mile race in the Blue Ridge Mountains of VA. Listen…
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…
