Summit Wealth Management

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.

06/04/2026

May was a strong month for investors, with major indices reaching record highs, earnings beating expectations, and gains broadening beyond big tech. Watch the latest Market Thoughts video from Commonwealth to learn what this could mean for portfolios: https://bit.ly/43bKIOU

In his latest Market Thoughts video, Chris Fasciano explores the economic and market landscape, including what investors can expect in the months ahead.

05/27/2026

Dr. Seuss is a classic graduation gift, but new grads may need practical support even more. Here’s what could help:

-Share workplace wisdom: Networking etiquette, email habits, and interview practice can help grads stand out in a tough job market.
-Build money habits: A budgeting app can make the shift to managing a first paycheck less overwhelming.
-Think long term: Helping open a Roth IRA can give early savings more time to grow.

Learn more ways to support the class of 2026 grad in your life: https://bit.ly/4dP3YGP

Today’s graduates are facing serious economic headwinds. Here are some ways you can help a new grad launch both their career and personal financial success.

05/19/2026

Retirement planning isn’t always one shared timeline. When spouses have different ages, work plans, or Social Security dates, income may need to be planned in stages. See how a phased approach can help: https://bit.ly/4eUa2jq

I am eight years younger than my spouse. He retired at 61 and just took Social Security at 62. I left my full time job at the same time as his retirement, at 53, but I am still working in a part-time remote manner. When plugging in our figures into retirement calculators, they seem to […] The post...