In our recent market commentary, we addressed the potential implications the presidential election may have on the financial markets. This blog will take this concept into account and dive deeper into our analysis. Of course, historical results do not predict future performance, and every presidential election may have its unique outcome. We’ll explore maintaining a
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Have you ever considered opening a Health Savings Account (HSA) but felt unsure whether it aligns with your financial and healthcare needs? Our previous blog highlighted different ways you can use your tax refund to help progress on your financial goals, including funding an HSA. Because this is a popular subject, we decided to write
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Supporting Our Community with Gradient Gives Back We appreciate your trust in Summit Financial! To show our appreciation, we’re proud to announce our partnership with the Gradient Gives Back Foundation. Gradient Gives Back provides critical support to local families facing financial hardship by assisting with mortgage payments. This assistance helps families who may otherwise face
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As we approach the tax filing deadline for 2023, we thought it would be a good idea to highlight different ways you can use your tax refund to help progress on your financial goals. While many individuals hope for a large refund every Spring, receiving a significant refund may not be the optimal outcome when
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The rate of divorce is very high in our current society, which is likely not a surprise to anyone these days. However, one thing that may not be as obvious is the fact that Blended Households are becoming increasingly common as divorcees enter into new marriages. A Blended Household refers to when stepparents and stepchildren
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