Financial Lessons from Famous Dads
Short financial lessons and pieces of advice from famous dads.
Sophisticated financial advice for sophisticated individuals
Teaching Children Financial Literacy
Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.
Roth 401k vs. Regular - Here's one way to think about it
Kiplinger: Laid Off With a Severance Package? Here’s How to Make a Plan
Gathering all the relevant information and staying organized is key, as is getting your financial team involved. Here are five financial planning tips to help.
Summit Financial 2023 Capital Market Assumptions
Our CIO breaks down his investment market assumptions for 2023 and beyond.
How to divvy up a bonus - 3 minute podcast
An annual bonus is extremely important in helping fund financial goals. Here I share 6 ideas on how to divvy up a bonus.
