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John Hannah | Jul 1, 2024

Tips for Talking to Your Kids About Your Finances

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly
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John Hannah | Jul 1, 2024

Wellness in Retirement: The Benefits of Social Wellness for Retirees

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may
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John Hannah | Jul 1, 2024

Tips to Shape Up Your Fiscal Fitness this Summer

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program and
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John Hannah | Jul 1, 2024

Land of the Debt Free: 3 Steps To Declare Your Financial Independence

Financial independence means different things to different people. For some, it might mean early retirement. For others, the ability to travel the world. It is
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John Hannah | May 28, 2024

Maximizing Retirement Savings: The Medical HSA

As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings
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John Hannah | May 28, 2024

Aging Apart: How Gray Divorce is Redefining Marriage and Retirement

A new trend, known as “gray divorce,” is a phenomenon that is redefining marriage and retirement in America. It refers to couples aged 50 and older who are
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John Hannah | May 28, 2024

Estate Planning and Asset Protection: Are They the Same?

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to
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John Hannah | May 28, 2024

The Basics of the 401(k) Thoughts from a Financial Professional

Most often, the first question a prospective employee will ask is about your company’s benefit program. And in my experience, the two most often-asked questions
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John Hannah | May 28, 2024

Understanding the Role and Tasks of an Executor

An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased
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Summit Financial Services, Inc. | Mar 20, 2024

How to Prepare Your Finances for an Election Year

If you invest long enough, you may notice that fluctuations in the stock market occur. This is normal and should be expected. Over the past 127 years, the
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Summit Financial Services, Inc. | Mar 20, 2024

It’s Time to Spring-Clean Your Financial Plan

Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers
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Summit Financial Services, Inc. | Mar 20, 2024

Florida Reclaims Its Retirement Crown in 2024

The Sunshine State has once again emerged as the most desirable haven for retirees, according to the latest findings from WalletHub's "Best and Worst States to
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