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Explore insights from our advisors, financial planners, and leadership team focused on the questions we hear from clients every day, from budgeting to retirement, tax strategy, charitable giving, estate planning, and more.

The Summit Wealth Group Blog

  • Retirement Planning

Is Saving in a 401(k) Enough for Retirement?
  • Educational Funding

What are my options for saving for college?
  • Business Owners, Estate & Legacy Planning

Business Owners, Do You Have a Succession Plan?
  • Tax Planning

Why is Tax Planning Important?
  • Life & Wealth

Which debt should I pay off first and is consolidation a good idea?
  • Life & Wealth

Should I pay my home off early?
  • Financial Planning, Life & Wealth

How long-term care can preserve your nest egg
  • Financial Planning

Why pay for a financial plan when there are free online tools?
  • Retirement Planning

How much of my paycheck should I set aside for retirement?
  • Tax Planning

Should I file my own taxes or file with a CPA?
  • Estate & Legacy Planning

If I have a Will, do I still need a Trust?
  • Retirement Planning

Three tips to help you determine your optimal Social Security start date
  • Estate & Legacy Planning

Five things to do when you receive an inheritance
  • Retirement Planning

Should I save for retirement before paying off all my debt?
  • Retirement Planning

What is a RMD and why should I care?
  • Life & Wealth

Changing Careers
  • Life & Wealth

Financial Steps to Take if Your Spouse Passes Away
  • Debt Management

Should You Invest or Pay Off Debt? Key Factors to Consider

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