Planning your path to prosperity.
Americans are feeling the pain of inflation – at the pump, at the grocery store, and across the board. One investment, however, is actually made more attractive by the current inflationary environment. What Are I Bonds? Series I savings bonds, also known as “I bonds” are backed by the U.S. government and pay both a […]
With the new year comes a clean slate, a fresh set of resolutions, AND a new tagline for Summa Global – wealth redefined. What is wealth? Merriam-Webster dictionary defines wealth as “abundance of valuable material possessions or resources.”1 Wealth redefined. Wealth means something different to everyone. It is not limited to possessions, but extends to […]
The following information has been updated for 2021 and 2022. Before the busy holiday season is in full swing, now is a great time to do some year-end planning, especially for items that have an expiration date of December 31. There are several simple and smart actions you can take between now and the end […]
What are Roth Conversions? And why use them? Before digging into the answers to those questions, lets take a quick look at the difference between a traditional IRA and a Roth IRA. Contributions to a traditional IRA are tax-deductible, however, when the funds are later withdrawn from the account, the account holder will have to […]
When there are so many options for how to give, how can we determine which is best? The answer is – it depends! There is a lot that varies based on your individual circumstances, which is why it’s important to seek out advice along the way. Below we’ve compiled a few common examples as well […]
An ancient Indian folk tale tells the story of six blind men who attempt to learn what an elephant is, but disagree because they each touch only one part of the elephant. The man who touches the elephant’s side insists it’s like a wall; the one who touches the tusk considers the elephant to be […]
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Income Tax Mitigation • Charitable Gifts • Personal Gifts • Workplace Benefits The following information has been updated for 2020 and 2021. Many of us cannot wait for 2020 to be over. It has brought too many unpleasant surprises – from the coronavirus pandemic, to protests across the globe, to not being able to live […]
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