Sitemap

Navigation

• Home
• About
• Team
• Approach
• Summit Cares
• Services
• Investing
• Retirement
• Education Planning
• Estate Planning Strategies
• Insurance
• Business Services
• Resources
• Newsletters
• Articles
• Calculators
• Tax Library
• Glossary
• Videos
• Access Your Account
• Contact Us

Articles

• Risk Management
  Long-Term Care Costs
  Additional Liability Coverage
  Evaluating Insurance Companies
  Types of Health Coverage
  How Can I Maximize My Insurance Benefits?
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  Assessing Disability Income Insurance
  HMOs and PPOs
  Property and Casualty Insurance
  Disability Income Insurance for Business Owners
  Term Life Insurance
  Protecting Your Home
  Insurance Claims
  Why Purchase Life Insurance?
  Last-Survivor Life Insurance
  What Is Whole Life Insurance?
  What Is Universal Life Insurance?
• Cash Management
  What Are Some Tips for Managing My Money?
  College Financial Aid
  What Cash Management Tools Are Available?
  How Does Inflation Affect Me?
  How Long Will It Take to Double My Money?
• Investing
  Bonds
  Asset Classes
  529 Plans
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
  Bond Ratings
  Stock Indexes
  Types of Bonds
  What Investment Risks Should I Know About?
  What Is a Bond Ladder?
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
  What Is Tax Deferral?
• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
  What Key Estate Planning Tools Should I Know About?
  Living Trusts
• Retirement
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs
  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities
  Future of Social Security
  Social Security Income

Newsletter

• March
  Tax Breaks for College Costs
  What Is the Roth IRA Five-Year Rule?
  Chasing Performance vs. Diversification
  Tax Tips on Capital Gains
  LLCs: Hybrid Structure May Offer Best of Both Worlds
  HOT TOPIC: Automating the American Workforce
• January
  International Investing: Opportunities Overseas?
  An Introduction to Trusts
  Keeping Savings on Track with a Spousal IRA
  Illinois Highlights Credit Risk
  No Shortage of Liability Risks
  HOT TOPIC — Tax Reform: How Will You Be Affected?
• February
  Options for Inherited IRAs
  How Long Should You Keep Financial Records?
  Why Hold Money Market Mutual Funds?
  Settling an Estate
  Disaster Insurance Can Help Your Company Stay Afloat
  HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• April
  Are UITs for You?
  Is It Wise to Trade Your Pension for a Lump Sum?
  Factor-Based Investing
  Real Estate Markets on the Mend
  Cash Balance Plans Can Help Supercharge Retirement Savings
• May
  Mutual Benefits: Funds to Pursue Your Goals
  The State of Social Security
  Use Sense with Student Loans
  Advance Medical and Legal Directives
  Consider Taxation When Setting Compensation
• June
  Investing in Your Values
  Do You Need Disability Insurance
  Student Loans Meet Retirement
  Indexed Annuities
  The Pros and Cons of Financing Options
  HOT TOPIC — Full Employment: What Happens Now?

Resources

Tax Library

Videos

• Do You Know Who Your Beneficiaries Are?