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Medicare Basics You Need to Know – Summit Wealth Management

WebPresented by Edward W. Grogan, IV. The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various …

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URL: https://summitplans.com/medicare-basics-you-need-to-know/

Public Service Student Loan Forgiveness: What You Should Know

WebPresented by Edward W. Grogan, IV. The Public Service Loan Forgiveness Program (PSLFP) began in 2007 with a simple idea: forgive the student loans of borrowers …

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Your Guide to Medicare Planning – Summit Wealth Management

WebDid you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected to be $295,000 in …

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Prioritizing Your Financial Health in the New Year

WebManifesto. Most therapists see a therapist. The Seattle Seahawks have almost as many coaches as players. And even the most seasoned climber doesn’t summit Everest …

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Should You Save for Retirement or for a Child’s College Education

WebSaving for your future should be a priority, particularly through maximizing the benefits of retirement plans. But, although paying yourself first is essential, that doesn’t mean you …

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The Family Conversation: Addressing Your Health Care Needs in

WebMaybe you and your family have already attempted to have “the conversation.” You know the one: the discussion about your and your spouse’s assets and what will be done with …

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Your Guide to Year-End Financial Planning: A 10-Point Checklist

WebFrom the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year.

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Scam Alert! Protecting Yourself and Your Finances

WebManifesto. Most therapists see a therapist. The Seattle Seahawks have almost as many coaches as players. And even the most seasoned climber doesn’t summit Everest …

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Our Services – Summit Wealth Management

WebOur Services. We offer comprehensive wealth management. Essentially that means we can help with just about anything related to your finances. We excel in wealth management …

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Risk Management – Summit Wealth Management

WebRisk Management. Risk management is intended to manage financial and other losses potentially associated with risks to your assets, business, or health. Some examples of …

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Estate Planning for LGBTQ+ Married Couples – Summit Wealth …

WebOn June 26, 2015, in the Obergefell v.Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages …

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Estate Planning: It’s for Everyone – Summit Wealth Management

WebManifesto. Most therapists see a therapist. The Seattle Seahawks have almost as many coaches as players. And even the most seasoned climber doesn’t summit Everest …

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Safe Start – Phase 2 Update – Summit Wealth Management

WebWe are excited to announce that with Pierce County moving into Phase 2 of Washington’s Safe Start reopening plan, we are open for in-office meetings.

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Year-End Financial Planning Checklist – Summit Wealth Management

WebPresented by Edward W. Grogan, IV. As 2019 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key …

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ABLE Accounts: Frequently Asked Questions – Summit Wealth …

WebPresented by Edward W. Grogan, IV. ABLE accounts, also known as 529A or 529 ABLE accounts, were established as part of the Achieving a Better Life Experience Act of 2014.

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