Ryan Skinner is requesting your help in finding an organization that assists in feeding children while they're not in school during these uncertain times. Watch our video to learn how you can help!
https://www.youtube.com/watch?v=VfvvL_6nB9E
YOUTUBE.COM
5/18/20 | Thank You Thursdays Needs Your Help
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
SUMMITFINANCIALPARTNERS.ORG
How Will Working Affect Social Security Benefits?
http://www.summitfinancialpartners.org/blog/new-feature-authority-magazine-1
SUMMITFINANCIALPARTNERS.ORG
NEW FEATURE: Authority Magazine
What does it actually cost to raise a child? You might be surprised.
SUMMITFINANCIALPARTNERS.ORG
The Half Million Dollar Baby
Second homes have unique risks and insuring them is different than a primary home.
SUMMITFINANCIALPARTNERS.ORG
Insuring Your Second Home
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
SUMMITFINANCIALPARTNERS.ORG
Estate Management Checklist
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
SUMMITFINANCIALPARTNERS.ORG
Six Most Overlooked Tax Deductions
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | October 2020
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
The savings rate is the government’s estimate of how much U.S. households are saving.
SUMMITFINANCIALPARTNERS.ORG
U.S. Personal Savings Rate
Here are 4 unexpected locations that make great places to #raise your #family.
SUMMITFINANCIALPARTNERS.ORG
Four Great, Unexpected Places to Raise a Family
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
SUMMITFINANCIALPARTNERS.ORG
Financial Aid for Students 101
Your financial future is calling. Develop a strategy for your investments today.
SUMMITFINANCIALPARTNERS.ORG
The Cost of Procrastination
With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without...
SUMMITFINANCIALPARTNERS.ORG
Estate Planning in the Age of COVID-19
Summit Financial's Ryan Skinner Announces Grand Opening of New Office!
https://www.prnewswire.com/news-releases/summit-financial-partners-grand-opening-of-stoneham-office-301146537.html?tc=eml_cleartime
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
SUMMITFINANCIALPARTNERS.ORG
The Most Overlooked Item of Any Home Improvement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
SUMMITFINANCIALPARTNERS.ORG
Red Flags for Tax Auditors
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
SUMMITFINANCIALPARTNERS.ORG
Put It in a Letter
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
When the rules of the game change, tactics should follow in response to the new landscape.
SUMMITFINANCIALPARTNERS.ORG
Revising Estate Strategy Assumptions
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
SUMMITFINANCIALPARTNERS.ORG
Disability and Your Finances
Check out this video on taxes. #IncomeTax
SUMMITFINANCIALPARTNERS.ORG
The Facts About Income Tax
If you don’t have an #estatestrategy, here’s some reasons why you should.
SUMMITFINANCIALPARTNERS.ORG
Why Everyone Needs an Estate Strategy
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | November 2020
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
SUMMITFINANCIALPARTNERS.ORG
Understanding Marginal Income Tax Brackets
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Here are 4 unexpected locations that make great places to #raise your #family.
SUMMITFINANCIALPARTNERS.ORG
Four Great, Unexpected Places to Raise a Family
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Attention Estate Executors: Do you know about the Alternate Valuation Date?
SUMMITFINANCIALPARTNERS.ORG
Understanding the Alternate Valuation Date
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Ever wonder about those free credit scores you get once a year? #creditscore #credit
SUMMITFINANCIALPARTNERS.ORG
The Lowdown on Those Free Credit Scores
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
SUMMITFINANCIALPARTNERS.ORG
Understanding Marginal Income Tax Brackets
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | December 2020
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
SUMMITFINANCIALPARTNERS.ORG
Retirement Realities
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
SUMMITFINANCIALPARTNERS.ORG
Social Security: By the Numbers
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
SUMMITFINANCIALPARTNERS.ORG
Mastering Mobile Lingo
What should you look for in a personal finance app?
SUMMITFINANCIALPARTNERS.ORG
What to Look for in Personal Finance Apps
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
SUMMITFINANCIALPARTNERS.ORG
Estate Management 101
Surprises crop up every day, and they’re a great reason to work with us.
SUMMITFINANCIALPARTNERS.ORG
Surprises
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
SUMMITFINANCIALPARTNERS.ORG
Stay Safe with a B.O.P. At Your Back
The Social Security Administration (SSA) recently announced that the 2021 annual cost-of-living adjustment (COLA) for benefits will be 1.3%. That's a small but essential increase for millions of beneficiaries who will see a rise in...
SUMMITFINANCIALPARTNERS.ORG
Social Security: What’s New For 2021
Do you have a will? Is it updated?
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When Do You Need a Will?
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
SUMMITFINANCIALPARTNERS.ORG
Five Most Overlooked Tax Deductions
Did you know it’s possible for your tax bill to go up once you retire? One possible reason: A portion of your Social Security benefits could be taxed. Another possibility: Your tax-deferred retirement account tax bill comes due when...
SUMMITFINANCIALPARTNERS.ORG
Retirement Surprise: Your Tax Bill Might Increase
How much is enough for your emergency fund?
SUMMITFINANCIALPARTNERS.ORG
Your Emergency Fund: How Much Is Enough?
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Have a kid heading off to college? Here are a few tips.
SUMMITFINANCIALPARTNERS.ORG
A Cheat Sheet for Sending Your Kid to College
Here are a few key factors to consider when naming an executor for your estate.
SUMMITFINANCIALPARTNERS.ORG
And the Executor Is
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | January 2021
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
Take the time to think about these three things when shopping for your next vehicle.
SUMMITFINANCIALPARTNERS.ORG
Consider These 3 Things Before Driving Off the Lot
Have a kid heading off to college? Here are a few tips.
SUMMITFINANCIALPARTNERS.ORG
A Cheat Sheet for Sending Your Kid to College
Ben Franklin used compound interest to make big contributions to his two favorite cities.
SUMMITFINANCIALPARTNERS.ORG
The Power of Compound Interest
How literate are you when it comes to your finances? Brush up with these five basics.
SUMMITFINANCIALPARTNERS.ORG
The Five Basics of Financial Literacy
You’re the conductor of your 401k, IRA and taxable savings.
SUMMITFINANCIALPARTNERS.ORG
Orchestrating Your Retirement Accounts
Here are a few key factors to consider when naming an executor for your estate.
SUMMITFINANCIALPARTNERS.ORG
And the Executor Is
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | January 2021
If you don’t have an #estatestrategy, here’s some reasons why you should.
SUMMITFINANCIALPARTNERS.ORG
Why Everyone Needs an Estate Strategy
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
SUMMITFINANCIALPARTNERS.ORG
Retirement Realities
Ben Franklin used compound interest to make big contributions to his two favorite cities.
SUMMITFINANCIALPARTNERS.ORG
The Power of Compound Interest
How literate are you when it comes to your finances? Brush up with these five basics.
SUMMITFINANCIALPARTNERS.ORG
The Five Basics of Financial Literacy
You’re the conductor of your 401k, IRA and taxable savings.
SUMMITFINANCIALPARTNERS.ORG
Orchestrating Your Retirement Accounts
Consider a bucket plan to go with your bucket list. #RetirementSavings
SUMMITFINANCIALPARTNERS.ORG
A Bucket Plan to Go with Your Bucket List
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
SUMMITFINANCIALPARTNERS.ORG
Test Your Life Insurance Knowledge
http://www.summitfinancialpartners.org/events/the-sfp-pay-it-forward-holiday-charity-event-part-two
What an amazing day we had here at SFP on Friday, December 11th! It was "Gift Drop Off Day" for our SFP Pay It Forward Holiday Charity Event. The Boys & Girls Club Family Wish List was completely filled, and then some. Thank you to our SFP Family for your incredible generosity and caring.
These words came directly from the Assistant Executor Director of the James L. McKeown Boys & Girls Club of Woburn, Megan Gambale, when she received all of the gifts:
I'm in tears! Thank you SO SO SO much - this is more than generous and I can't wait to have our families come see all this amazing stuff.
You all are amazing.Thank you again, Meg
"Thank you very much for all the gifts. My children are delighted and we are also very happy. We are grateful to be part of the club. Thank you very much...Family #8
http://www.summitfinancialpartners.org/events/the-sfp-pay-it-forward-holiday-charity-event
Join the team at SFP in paying it forward this holiday season. We will be adopting 10 local families from the Jame L. McKeown Boys & Girls Club of Woburn. The club has supplied us with a "Wish List" for each of the families which we have shared below. You can then choose any items you would like to purchase and donate by placing your name next to the item in the list. This will let others know that it has been purchased. We will have a special "Drop Off Day" on December 11th from 9 a.m. to 2 p.m. at our office. The gifts will then be delivered to the Club who will distribute them to the families. Should you have any questions, please call Deb at 781-281-2287.
You can find the Wish List here: Family Wish List
2020 has been a strange year for all of us, but a really difficult year for many. Help us ease some burdens and spread some joy!
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
SUMMITFINANCIALPARTNERS.ORG
Red Flags for Tax Auditors
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | February 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
SUMMITFINANCIALPARTNERS.ORG
Financial Aid for Students 101
Protect yourself from identity theft. #IdentityTheft
SUMMITFINANCIALPARTNERS.ORG
To Catch a Thief
Some simple, inexpensive energy-saving tips that may help you save money.
SUMMITFINANCIALPARTNERS.ORG
A Penny Saved is Two Pennies Earned
Consider a bucket plan to go with your bucket list. #RetirementSavings
SUMMITFINANCIALPARTNERS.ORG
A Bucket Plan to Go with Your Bucket List
Buying a home may be your largest financial commitment. Which loan is best for your situation?
SUMMITFINANCIALPARTNERS.ORG
Fixed or Variable Mortgage, Which Should You Pick?
How do you find care for your special-needs child?
SUMMITFINANCIALPARTNERS.ORG
Tips for Finding Care for Your Disabled Child
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | February 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
SUMMITFINANCIALPARTNERS.ORG
Financial Aid for Students 101
Protect yourself from identity theft. #IdentityTheft
SUMMITFINANCIALPARTNERS.ORG
To Catch a Thief
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
SUMMITFINANCIALPARTNERS.ORG
The Value of Insuring Against Life’s Risks
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
SUMMITFINANCIALPARTNERS.ORG
What Our Kids Can Teach us About Saving Money
$100 not spent is more like $143. Intrigued? #taxes #saving
SUMMITFINANCIALPARTNERS.ORG
Stop Wasting Money
Buying a home may be your largest financial commitment. Which loan is best for your situation?
SUMMITFINANCIALPARTNERS.ORG
Fixed or Variable Mortgage, Which Should You Pick?
How do you find care for your special-needs child?
SUMMITFINANCIALPARTNERS.ORG
Tips for Finding Care for Your Disabled Child
Attention Estate Executors: Do you know about the Alternate Valuation Date?
SUMMITFINANCIALPARTNERS.ORG
Understanding the Alternate Valuation Date
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
SUMMITFINANCIALPARTNERS.ORG
Tax Rules When Selling Your Home
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
SUMMITFINANCIALPARTNERS.ORG
The Value of Insuring Against Life’s Risks
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
SUMMITFINANCIALPARTNERS.ORG
What Our Kids Can Teach us About Saving Money
$100 not spent is more like $143. Intrigued? #taxes #saving
SUMMITFINANCIALPARTNERS.ORG
Stop Wasting Money
How much is enough for your emergency fund?
SUMMITFINANCIALPARTNERS.ORG
Your Emergency Fund: How Much Is Enough?
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
SUMMITFINANCIALPARTNERS.ORG
Healthy Body, Healthy Pocketbook
Attention Estate Executors: Do you know about the Alternate Valuation Date?
SUMMITFINANCIALPARTNERS.ORG
Understanding the Alternate Valuation Date
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
SUMMITFINANCIALPARTNERS.ORG
Tax Rules When Selling Your Home
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
SUMMITFINANCIALPARTNERS.ORG
The Value of Insuring Against Life’s Risks
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
SUMMITFINANCIALPARTNERS.ORG
When Special Care Is Needed: The Special Needs Trust
Even low inflation rates can impact your retirement outlook over time.
SUMMITFINANCIALPARTNERS.ORG
Inflation - Back to the Future
How much is enough for your emergency fund?
SUMMITFINANCIALPARTNERS.ORG
Your Emergency Fund: How Much Is Enough?
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
SUMMITFINANCIALPARTNERS.ORG
Healthy Body, Healthy Pocketbook
Have a kid heading off to college? Here are a few tips.
SUMMITFINANCIALPARTNERS.ORG
A Cheat Sheet for Sending Your Kid to College
The average college senior graduates with credit card debt. How will your kids manage money?
SUMMITFINANCIALPARTNERS.ORG
Do Your Kids Know The Value of a Silver Spoon?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
SUMMITFINANCIALPARTNERS.ORG
Monthly Market Insights | March 2021
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
SUMMITFINANCIALPARTNERS.ORG
When Special Care Is Needed: The Special Needs Trust
Even low inflation rates can impact your retirement outlook over time.
SUMMITFINANCIALPARTNERS.ORG
Inflation - Back to the Future
Protect yourself from identity theft. #IdentityTheft
SUMMITFINANCIALPARTNERS.ORG
To Catch a Thief
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
SUMMITFINANCIALPARTNERS.ORG
What is the Value of Your Business?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
SUMMITFINANCIALPARTNERS.ORG
How Income Taxes Work
Have a kid heading off to college? Here are a few tips.
SUMMITFINANCIALPARTNERS.ORG
A Cheat Sheet for Sending Your Kid to College
The average college senior graduates with credit card debt. How will your kids manage money?
SUMMITFINANCIALPARTNERS.ORG
Do Your Kids Know The Value of a Silver Spoon?
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
SUMMITFINANCIALPARTNERS.ORG
A Home Insurance Claim: To File Or Not To File
Many have heard they should avoid probate; do you understand what probate is and how it works?
SUMMITFINANCIALPARTNERS.ORG
Problems with Probate
Protect yourself from identity theft. #IdentityTheft
SUMMITFINANCIALPARTNERS.ORG
To Catch a Thief
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
SUMMITFINANCIALPARTNERS.ORG
What is the Value of Your Business?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
SUMMITFINANCIALPARTNERS.ORG
How Income Taxes Work
