Watch this Month’s Market Commentary on YouTube: Market Commentary January 2025 – Summit Financial Consulting LLC Reflecting on 2024 and Looking Ahead to 2025 2024 was a great year, and we want to thank you for being a client! We sincerely hope you had a happy holiday season, and we look forward to working together
Continue Reading
Deciding if/when to retire could potentially be one of your largest financial decisions in your lifetime, so we strongly recommend meeting with your personal advisor to review your financial plan to help ensure you can afford this major life change. This decision can become more difficult if you have children who will be entering college
Continue Reading
The end of the year is a great time to perform an annual financial checkup! Just like doctors recommend getting an annual physical or well-being checkup, we recommend looking at your finances to ensure progress has been made over the past year. We previously discussed strategies to review as we approach year-end in our blog
Continue Reading
We recently discussed Monetary Policy in our previous blog post, and this time around, we will be discussing Fiscal Policy. These two policy efforts are implemented by various parts of the government, with Monetary Policy being controlled by the Federal Reserve and Fiscal Policy being controlled by Congress. However, they both have the same goals: to
Continue Reading
Watch this Month’s Market Commentary on YouTube: Market Commentary December 2024 – Summit Financial Consulting LLC IRA to Roth IRA Conversions Because of our staggering U.S. Government National Debt, we believe that tax brackets may go up in the future. In addition, if the Tax Cuts and Jobs Act (signed in 2017) is not
Continue Reading