Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Jennifer Luzzatto, CEO of Summit Financial Partners, joins with host Cheryl Miller on WTVR’s Virginia This Morning, to talk about investment strategies and tips to make sure your money is working for you for a sound financial future. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on WTVR by searching the…
Local Richmond television station WTVR’s Virginia This Morning invited Jennifer Luzzatto, CEO of Summit Financial Partners, to speak with hosts about the three most important documents you need to have in place for when your child turns 18 and becomes an adult. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on…
The following is adapted from Inheriting Chaos with Compassion. Published: July 18, 2019 Updated: April 22, 2025 The death of a loved one creates chaos in our lives. There are so many decisions to be made, and our fear of making the wrong choices can be paralyzing. We find ourselves asking, What’s the next step?…
It is often said that percentage of stocks that one should own in their investment portfolio is 100-minus their age. Is this a good rule of thumb? I am not sure where this “rule” originated, but like most “rules of thumb,” it may or may not be the best application to your situation. Let’s start…
The following is adapted from Inheriting Chaos with Compassion. If you inherit an investment portfolio from a loved one after they pass, unless you’re an investor, you might look at the mix of stocks, bonds, and other assets with total confusion. As a financial advisor, I’ve seen it happen before with clients. If you’re in…
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if you’re not an experienced investor. Understandably, an investment portfolio is designed to help someone achieve their financial goals, and when we inherit that…
Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion “I learned firsthand how hard it is to settle someone’s estate when my husband died and then, shortly after, my sister did too and I had to take care of both estates. I talk about how to avoid estate…
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 to make sure an estate is divided and distributed properly in accordance with how the will states things should be. Then there’s…
The following is adapted from Inheriting Chaos with Compassion. When it comes to investing, most of us are familiar with stocks—an ownership share in a company—but you might be left wondering what a bond is and how it works. Let’s look at what a bond is and how it can be used to grow wealth….
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 example of that truth would be inheriting an employer-sponsored retirement account of an annuity from the deceased. Not only were those retirement vehicles designed…
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 right. It’s like discovering a cavity each time you visit the dentist. No one wants a lecture on flossing properly with every visit….
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 sooner or later, you’re going to be faced with the task of assessing your finances and re-evaluating your money mindset. Let…
