With the arrival of the holidays, thoughts are turned to more sentimental issues such as spending time with loved ones and how we can make a better future for us…
Year: 2022
![Women & Retirement Planning: Is it an Advantage to be Married?](https://www.summitgp.com/wp-content/uploads/2022/11/img-womenretirement.png)
Women & Retirement Planning: Is it an Advantage to be Married?
Financial security in retirement depends on economic success during your working years–that seems intuitive. But did you know that married couples may have a better chance at a comfortable retirement…
![Retirement Planning Moves to Help Mitigate Taxes](https://www.summitgp.com/wp-content/uploads/2022/11/img-Retirement-Planning-Moves-to-Help-Mitigate-Taxes.png)
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
![Paying Off Debt vs. Investing. Which is Right for You?](https://www.summitgp.com/wp-content/uploads/2022/11/img-Paying-Off-Debt-vs.-Investing.-Which-is-Right-for-You.png)
Paying Off Debt vs. Investing. Which is Right for You?
Debt can feel like a weight, which can lead you wonder: Should I aggressively pay off my debt or start investing for the future? It’s a tough question to ask,…
![Retiring with Large Age Gaps? Here's What Couples Should Know.](https://www.summitgp.com/wp-content/uploads/2022/10/img-Retiring-with-Large-Age-Gaps-Heres-What-Couples-Should-Know.png)
Retiring with Large Age Gaps? Here's What Couples Should Know.
MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…
![Tax Exemptions for Charitable Giving](https://www.summitgp.com/wp-content/uploads/2022/10/Tax-Exemptions-for-Charitable-Giving-title-img.png)
Tax Exemptions for Charitable Giving
With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…