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Women: Wired to Invest

Women: Wired to Invest

On December 6th, 2018, Summit View Wealth Management...

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2019 Financial To-Do List

2019 Financial To-Do List

Things you can do for your future as the year unfolds...

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Year-End Bond Swaps

Year-End Bond Swaps

You may see some significant tax benefits by making...

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Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these...

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When You Retire Without Enough Savings

When You Retire Without Enough Savings

Start your “second act”, and your vision of the future...

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Tax Changes That May Be Overlooked

Tax Changes That May Be Overlooked

Some alterations to the Internal Revenue Code were less...

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The IRA and the 401(k)

The IRA and the 401(k)

Comparing their features, merits, and demerits. ...

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Preparing to Retire Single

Preparing to Retire Single

Unmarrieds need to approach retirement planning...

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Bluegrass and Barbeque

Bluegrass and Barbeque

Bluegrass and Barbeque On May 19th we hosted our sixth...

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The Backdoor Roth IRA for High Earners

The Backdoor Roth IRA for High Earners

A move that high earners can make in pursuit of tax-free...

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Will Teachers Get the Retirement That They Deserve?

Will Teachers Get the Retirement That They Deserve?

Classroom educators are coping with hybrid plans and...

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Retirement Planning Weak Spots in Planning & Saving

Retirement Planning Weak Spots in Planning & Saving

They are all too common. Provided by Brad Tiche   Many...

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The A, B, C, & D of Medicare – The Basics

The A, B, C, & D of Medicare – The Basics

Breaking down the basics & what each part covers...

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Life Insurance & Long Term Care Riders

Life Insurance & Long Term Care Riders

Are they worthwhile alternatives to traditional LTC...

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Avoid These Life Insurance Missteps

Avoid These Life Insurance Missteps

 Shop wisely when you look for coverage. Provided by...

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Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas...

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Retirement Plans for Individuals & Businesses

A look at some of the choices. Provided by Brad Tiche  ...

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What Tax Documents Should You Keep?

Even with less itemizing, there are still tax documents...

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How Retirement Spending Changes With Time

Once away from work, your cost of living may rise before...

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Good Reasons to Retire Later

Working longer might work out well for you. Provided by...

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Keeping This Correction in Perspective

After 20 months of relative calm, this volatility needs...

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