Summit Wealth Management

Attention Estate Executors: Do you know about the Alternate Valuation Date?

We’d love to hear about any changes in your current financial situation.

You face sequence of returns risk. Know what it is? #investing #investmentrisk

Consider a bucket plan to go with your bucket list. #RetirementSavings

You’ll need to weigh several factors before retiring abroad.

Consider a bucket plan to go with your bucket list.

Could you find acres of diamonds in your own backyard? Watch this video.

With increasing wealth comes unique financial challenges.

What does the Tax Reform and Jobs Act mean for you?

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

Women are great at multi-tasking. Retirement planning may be another thing entirely.

Three important questions to consider before you start taking #SocialSecurity.

Three steps may make a difference if you find yourself suddenly single.