Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
SUMMITWS-CO.COM
Perception vs. Reality
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
SUMMITWS-CO.COM
What Is a 1035 Exchange?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
SUMMITWS-CO.COM
Inflation & Your Money
Together we stand. #neverforget
Ever heard of a Roth 401(k)? Would one be right for you?
SUMMITWS-CO.COM
What Is a Roth 401(k)?
Find out whether you are insurable before implementing a strategy using life insurance.
SUMMITWS-CO.COM
Universal Life Insurance
The sooner you begin investing, the longer your money can work for you.
SUMMITWS-CO.COM
The Cost of Procrastination
Nobel-prize-winning investment research.
SUMMITWS-CO.COM
The Ivory Tower Changes Wall Street
Lifestyle inflation can be the enemy of wealth building.
SUMMITWS-CO.COM
Keeping Up with the Joneses
If you don’t have an #estatestrategy, here’s some reasons why you should.
SUMMITWS-CO.COM
Why Everyone Needs an Estate Strategy
The #pandemic seems to be driving a surge of #EarlyRetirements as businesses close or #downsize and older people weigh the health risks of continuing to work. Here are some thoughts on how you can avoid running out of money by avoiding hasty decisions.
MARKETWATCH.COM
What you can do if you find yourself suddenly retired
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
SUMMITWS-CO.COM
Rebalancing Your Portfolio
If you’re 55 or over, your #retirement may be more uncertain than ever before. Despite that more people than ever are retiring early in the face of an ongoing #pandemic, an uncertain #economy, and record low-interest rates.
FORBES.COM
The Most Dangerous Age For Retirement
It feels like the second Halloween ended, sneaky elves got to work stocking the shelves and lighting up the streets with all things #Christmas. Ho, ho, wait — it’s not even #Thanksgiving yet! It’s not surprising because we need all the joy we can get.
MEDIUM.COM
Supporting Small Business is the Best Gift You Can Give Your Community
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
SUMMITWS-CO.COM
Perception vs. Reality
Tax time can be a good time to give your household budget a checkup.
SUMMITWS-CO.COM
Budget Check Up: Tax Time Is the Right Time
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
SUMMITWS-CO.COM
Year-End Charitable Gifting and You
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
SUMMITWS-CO.COM
“Dirty Dozen” Tax Scams to Watch For
Some #Americans may still receive a government issued #StimulusCheck this December, except the amount may not be $1,200 and the check will most likely not be from the #FederalGovernment.
FORBES.COM
You May Still Get A December Stimulus Check; Here’s Why And From Whom
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
SUMMITWS-CO.COM
What If You Get Audited?
The #FDA authorized the first #CoronavirusVaccine for emergency use.
USATODAY.COM
Your vaccine questions, answered: I had COVID, should I still get vaccinated? What are the side effects? What are its 'ingredients?'
Findings from a study conducted by the #MIT AgeLab explored what people anticipate doing in #retirement.
FORBES.COM
The Most Overlooked Flaw In Your Retirement Plan And How To Fix It
It’s safe to say that life is not the same as it was a year ago and with that comes different issues that need new solutions. While no one has a crystal ball, there are things that we can expect to change permanently. Here are some of the things we need to prepare for in the “new normal"
USATODAY.COM
The pandemic altered financial behaviors for many. Here's what we can expect to change for good.
