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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

  • Tax Planning

Do I have to pay any taxes when I sell my home?
  • Financial Planning, Retirement Planning

When Should I File for Social Security?
  • Life & Wealth

Are Home Warranties Worth It?
  • Retirement Planning

Am I saving enough for retirement?
  • Retirement Planning

How to Make Your Retirement Truly Fulfilling
  • Investing & Markets

Is Picking Individual Stocks a Good Idea?
  • Educational Funding

How to Graduate College Without Debt
  • Financial Planning

What Should My Financial Goals Be?
  • Life & Wealth, Retirement Planning

How to Find Purpose in Retirement
  • Estate & Legacy Planning, Financial Planning, Life & Wealth

Just Received a Large Inheritance? Here’s What You Should Do
  • Life & Wealth

What Is a Fiduciary and Why Should Your Advisor Be One?
  • Investing & Markets

How to Teach Your Kids About Money: A Guide by Age
  • Debt Management

How to Prioritize Debt Repayment: Focus on Interest Rates
  • Investing & Markets, Retirement Planning

Can I customize my 401K portfolio?
  • Business Owners, Life & Wealth

Doctors, Should You Insure Your Hands?
  • Tax Planning

Tax Planning Now? We Should Wait, It Is Almost the Holidays!
  • Investing & Markets

Should You Stick to Cash in Times of Market Uncertainty?
  • Retirement Planning

Seven common retirement planning mistakes

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