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 …
Interview: Your Social Security questions answered {Video}
By: Virginia This Morning Posted at 12:59 PM, Jun 02, 2021 RICHMOND, Va. -- Social Security benefits continue to be a challenge for many to navigate. Today we are joined by Jennifer …
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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 …
Organizing and simplifying assets and life {Angela and George’s Story}
Here is an example of how we have helped our clients with their financial needs. Angela and George's Story I began working with Angela and her husband George just as they were both about to …
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Say Goodbye to the Stretch IRA {Video}
https://youtu.be/8FB3JSkBYf8 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 …
What is Happening with the Housing Market??? {Video}
https://youtu.be/ZqGLDF4ovb0 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 …
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Things We Wish We Did Sooner… {Video}
https://youtu.be/pG9jm6DSqrE 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 …
50 Miles at Disney and 50 Miles in the VA Mountains {Video}
https://youtu.be/1A1KRMOirrc 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 …
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6 Small Budgeting Tips that Make a Big Difference {Video}
https://youtu.be/RYNzD7y1qA0 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 …
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How pre-planning can help your heirs {Carolyn’s Story}
Here is an example of how we have helped our clients with their financial needs. Carolyn's Story When I first met Carolyn, she was a vivacious, engaged person with an active social life. She …
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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 …
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