College and retirement require serious savings. Is it possible to save for both?
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
On December 6th, 2018, Summit View Wealth Management hosted an event “Women: Wired to Invest” at the Carnegie Museum of Art.
Things you can do for your future as the year unfolds. Provided by Brad Tiche What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient. Can you contribute more to...
You may see some significant tax benefits by making these moves. Provided by Brad Tiche The end of 2018 presents bond investors with opportunities. This is a prime time to consider bond swaps (or tax swaps as they are sometimes called), in which you sell certain bonds at a loss and replace them with others. Every investor wants to lessen his or her tax liability, and this is one way to pursue that goal. At...