On December 6th, 2018, Summit View Wealth Management hosted an event “Women: Wired to Invest” at the Carnegie Museum of Art. This premise of the event was catered towards a common request received from some of our female clients who would like to...
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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...
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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)...
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It seems high time to dispel some of these misconceptions. Provided by Brad Tiche Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a...
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Start your “second act”, and your vision of the future may be revised. Provided by Brad Tiche How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors...
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Some alterations to the Internal Revenue Code were less publicized than others. Provided by Brad Tiche Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up with them all...
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Comparing their features, merits, and demerits. Provided by Brad Tiche How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k). Both offer you relatively easy ways to build a retirement fund. Here...
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Unmarrieds need to approach retirement planning pragmatically. Provided by Brad Tiche In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as...
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Bluegrass and Barbeque On May 19th we hosted our sixth annual Client Appreciation Celebration and Referral event, Bluegrass and Barbeque. Thanks to all who joined us at North Park on a beautiful, (mostly) sunny day to enjoy a spicy bowl of chili...
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A move that high earners can make in pursuit of tax-free retirement income. Provided by Brad Tiche Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a...
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Classroom educators are coping with hybrid plans and pension fund shortfalls. Provided by Brad Tiche Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned...
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They are all too common. Provided by Brad Tiche Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. Couples should recognize...
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