As we step into 2024, significant changes in Social Security, Medicare, and Medicaid are on the horizon. Whether you're a retiree or still in the workforce, understanding these updates is crucial for effective financial and healthcare planning. Learn more from Summit Financial.
Realize that when you decide, most decisions can be adjusted. Most decisions you will face will not be life-threatening, but as an educated and accomplished person, you may feel like you cannot or do not want to fail, so you decide to make no decision, and that is where the problem persists. Paint can be changed, staff can be changed, and logos and websites can be adjusted, changed, and overhauled. Lights can be replaced, and cars can be bought and sold.
With more and more people facing decision fatigue and busy, hectic personal and professional lives, the real currency is time, not money. The natural flex is to have independence so you can spend time doing what matters most, surrounded by those important to you. Advisors' actual value is in their ability to help clarify essential factors for you when facing decisions.
This week is mid-term elections, and while it is a topic of much debate and discussion on main street, Wall Street traditionally does not put significance on them.
A financial plan evolves through time and your needs. Most adults should start with a basic plan that concerns household savings, debt, and cash flows. As your lifestyle changes, the basic plan can evolve to account for education, travel, and other expenses.
First, we meet you where you are and find out where you’d like to go on your journey.
CloseNext, we find out what you need to take up the mountain with you—before planning your bucket list of wants and wishes.
CloseThis is where your feet hit the path and all of our careful planning pays off as your plan is put into action.
CloseWe will continue to guide your steps and keep your plan effective and efficient as you approach your financial summit!
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