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Summit Financial Services, Inc. | Mar 20, 2024

3 Golf Tips to Keep Your Retirement Plan on Course

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and
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Summit Financial Services, Inc. | Mar 6, 2024

Digital Payments and Taxes: What You Need to Know Before You File

In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps
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Summit Financial Services, Inc. | Mar 6, 2024

Don’t Forget to File! 8 Tax Filing Tips to Help Mitigate the Stress

If you hear the term HENRYs mentioned during a financial conversation, you may or may not be familiar with the fairly new acronym. It stands for “High Earners
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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DE, DC, FL, GA, IL, KS, LA, ME, MA, MD, MI, MT, NV, NH, NJ, NM, NY, NC, OH, OR, PA, PR, RI, SC, TN, TX, VT, VA, WA, WI.

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