Together we can achieve more

Together we can achieve more

Home
About
Services
Resources
Login
Schedule a Call

Latest Articles

Retirement

Women and Wealth: A Pivot Towards Retirement
Split Annuity Strategy
Roth IRA for Kids
Women on the Rise
Healthcare Costs That Catch Retirees Off Guard

Investment

How Stocks Work
Estimating the Cost of College
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index

Estate

And the Executor Is
Trends in Charitable Giving
Problems with Probate
Four Steps to Valuing an Estate
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
A Brief History of Estate Taxes

Insurance

The Cost of Medical Care
The Value of Insuring Against Life’s Risks
When Life Insurance Becomes Taxable
Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
Understanding Extended Care

Tax

2026 Tax Law Changes
How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
What Do Your Taxes Pay For?
Do You Owe The AMT?

Money

Life and Death of a Twenty Dollar Bill
Saving Early & Letting Time Work for You
The Many Ways to Measure Inflation
Password Protection Strategies
Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
Exploring the Federal Student Grant Program
U.S. Personal Savings Rate
The Lowdown on Those Free Credit Scores

Lifestyle

Good Health is Good Business
Debt Stress
Raising Healthy Children
Prevent a Rift: Money Tips for Newlyweds
Personal Finance Tips for Military Families
Pickleball in Retirement
A Path to Serenity and Smart Money Choices
Fixed or Variable Mortgage, Which Should You Pick?

Contact

Office: (203) 409-1270

Branch Office

Stratford, CT 06614

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Disclosure - Form CRS

ADV 2A | Wrap Fee Program Brochure | Privacy Notice | BCP

The views and opinions expressed in this post are solely those of the author and do not represent those of, nor should they be attributed to Summit Financial LLC.

By clicking on the link, you will enter the web site created, operated and maintained by a third-party. The information and opinions found on this web site (sites) have not been verified by us, nor do we make any representations as to its accuracy and completeness. By linking to this web site, Summit Financial, LLC and affiliates are not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.

Summit is not a technology service provider. The Personal Financial Website is not intended to be, nor should it be construed or used as, technology, account management or identity theft prevention advice.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State St., Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC. ("Summit"), are not affiliated companies. Investments through PKS and Summit are:

NOT FDIC INSURED NOT BANK GUARANTEED

MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Summit only transacts business in states where it is properly registered or notice-filed, or excluded or exempted from registration requirements. Follow-up and responses that involve the rendering of personalized investment advice and financial planning for compensation will not be made without state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion. To learn more about the differences between brokerage and advisory services contact your Wealth Manager or go to https://summitfinancial.com/Important-Client-Information.pdf.

The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

*The statements above were provided by current clients in 2023. The clients were not compensated, nor are there any material conflicts of interest that would affect the given statement. These statements may not be representative of the experience of other clients and is not a guarantee of future performance or success.