After hitting record highs just two weeks ago, the market is now experiencing the worst sell-off since the 2008 financial crisis. The market seems to be pricing in the worst-case scenario for the spread of the COVID-19 epidemic. A big shout-out to you, our clients, who have remained calm during this very tumultuous time. Our […]
Simple and Smart Year-End Planning Moves
The following information has been updated for 2019 and 2020. Another year has come quickly and we are now racing to year’s end. Before the “busy” holiday season commences, right now is the perfect time to do some last-minute year-end planning, particularly for items that have an expiration date of December 31. Income Tax Mitigation […]
Social Security Primer
BEFORE RETIREMENT A percentage of earnings is paid to Social Security throughout your working years Only the top 35 earning years (not consecutive) will be included Any years with no income will be recorded as zeros CALCULATING YOUR BENEFITS There are three factors in determining your Social Security benefits: Your Birth Year Click here to […]
Eight Ways to Give
1. DONATE TIME Do you enjoy cooking? Are you good with computers? Do you care about music or sports? Call up your favorite charities and see what use they might have for your particular skill set. Or if you’re passionate about a certain charity – ask them where they need help – they can help […]
Simple and Smart Year-End Planning Moves
This blogpost was originally published in September of 2016. Relevant information has been updated for 2018. The “relatively” quiet period between Thanksgiving and Christmas is a perfect time to do some last-minute year-end planning, particularly those that have an expiration date of December 31. Income Tax Mitigation By this time of the year, you should have […]
Summa Global is Turning 10!
Check out how we’ve grown in the past 10 years!
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