Summit Wealth Management

10/19/2026

Early retirement doesn’t only mean having enough savings. It also means planning for income, healthcare and how you’ll spend your time.

Plan for income before retirement accounts are readily available: Dividends, rental income, or freelance work may help bridge the years before Social Security and penalty-free retirement withdrawals generally become available.

Budget seriously for healthcare: Medicare typically doesn’t start until 65, so retiring earlier means having a plan for insurance premiums and other medical costs in the meantime.

Build structure and connection into your days: Without work’s built-in routine and social ties, volunteering, part-time work, classes or other activities can help provide purpose and connection.

See what to consider on both the financial and personal sides of retiring early: https://bit.ly/4ySbY2V

Discover the signs that indicate you’re ready for early retirement and gain insights on financial planning and lifestyle adjustments to make this transition smooth.

10/14/2026

Why is saving so hard, even when we know it’s important? Our brains are wired to favor now over later, but you can outsmart that instinct. Discover three proven strategies to stick with financial goals when motivation fades: https://bit.ly/4kN5kU2

How to stick to your savings goals for the long term.

09/14/2026

When it comes to retirement planning, there isn’t a one-size-fits-all approach. Learn about new research that shows how generations differ in their attitudes about retirement, and how those differences should shape financial planning: https://bit.ly/3UhuYXf

Differing generational expectations about when to retire are placing an increased focus on personalized investment strategies.

08/26/2026

Happy International Dog Day! 🐾
Today, August 26th, we’re celebrating the dogs who bring loyalty, companionship, joy, and a little extra fun into our lives. From their unconditional love to their unmistakable personalities, there’s a reason dogs truly are our best friends.

To celebrate, we’re sharing photos of our own dogs, Zem’s faithful friend, Rocky and the newest addition to the Grogan home, Astra!

Share a photo of your favorite dog in the comments and tell us their name or what makes them special. After all, today is the ulti-mutt day to celebrate our favorite companions.

08/07/2026

August 8th is International Cat Day! 🐱

This weekend we are celebrating our feline friends—the curious explorers, expert nappers, and loyal companions who make every day a little brighter.

We're sharing photos of some of our own beloved cats—Lucky, Moon(Molly), Blue Steel(Quin), Kenny(Lillie), Maui, and Montana(Ed & Anna-sara) —and we'd love for you to share a photo of your favorite cat in the comments!

Happy International Cat Day to all the amazing cats and the people who love them!

07/29/2026

Business success can make estate planning more complicated than expected. Here are three ways owners can prepare for a smoother transfer of wealth:

🏢 Consider business growth: A company that increases in value may create a larger tax bill and make inheritance decisions more complex.
💧 Keep cash available: Heirs may need funds to pay taxes or other costs without selling a business or property.
🧩 Connect the pieces: Trusts, insurance, and succession plans should support the same overall goals.

Learn why business owners may need to rethink how wealth passes to the next generation: https://bit.ly/44GThC0

Estate Planning Wealth Management Trusts Wills Tax Planning Inheritance Asset Protection Estate Taxes Family Wealth Legacy Planning

07/23/2026

Congratulations to Ed on being named an Honorable Mention recipient for the Lifetime Achievement Award for the 20th Annual Invest in Others Awards!

Ed was recognized, out of hundreds of nominees across the country, for his decades of service, leadership, and commitment to the Zoo Society at Point Defiance, helping strengthen fundraising efforts and supporting the organization’s long-term success. As part of this recognition, the Zoo Society will also receive a generous donation!

We are incredibly proud of Ed and grateful for the positive impact he continues to make in our community. 🎉
Learn more about Invest in Others and their upcoming grant program at investinothers.org.

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2026 Honorable Mention for Lifetime Achievement Award, from Annual Invest in Others Awards. This award is based on community service and leadership and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.

07/16/2026

Want a triple-tax-advantaged way to save for future healthcare needs? Health Savings Accounts (HSAs) let you contribute pre-tax dollars, invest them tax-free, and make tax-free withdrawals for medical expenses—even in retirement. Learn how: https://bit.ly/3ZD7SMX

Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.

07/09/2026

Feeling drained? You might be neglecting some quality "me time." Although often stigmatized, solitude can have surprising benefits, especially for women.⁠ Learn why embracing alone time can be a game-changer: https://bit.ly/3KedDIo

Our contributor Heather Hansen examines the merits of solo time in her new book, 'Solitude: The Science and Power of Being Alone.'

06/23/2026

Did you know that artificial intelligence (AI) tools can help with personal money matters? These chatbots can offer basic yet valuable insights. However, for complex finances, consulting a human is key. Learn how to balance AI with expert advice: https://yhoo.it/3PcT7KZ

Can you turn ChatGPT into a financial advisor? Here’s what happened when we asked ChatGPT three common money questions.