Newsletter and Blog

Summit Financial Group of Indiana is now Summit Retirement Advisors, marking an exciting evolution in our 20+ years of providing expert financial planning and retirement advisory services. Our rebrand reflects growth beyond Indiana, now serving clients at over 40 institutions nationwide and internationally. With a refreshed logo, updated branding, and a redesigned website launching in early 2025, we’re making it easier to access tailored financial guidance, retirement planning strategies, and investment insights. While our look is changing, our core commitment to personalized advice and a collaborative partnership continues. Stay connected for updates and explore how Summit Retirement Advisors can help you achieve your financial goals.

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.