Summit Pointe Financial

09/02/2026

"Mini retirements" are changing the way people think about work and retirement, giving individuals the opportunity to travel, recharge, pursue personal goals, or spend more time with family before leaving the workforce for good. But before taking an extended career break, it's important to understand how it could impact your income, savings, and long-term retirement goals. Contact us to discuss if this is the right fit for your financial plan.

Mini retirements, or micro retirements, are extended breaks from work that give people time to travel, recharge, pursue goals, or focus on family before returning to their careers.

08/24/2026

Retirement is a new chapter, not the end of your story! Leaving the workforce can bring flexibility, but it can also leave many wondering: What comes next?

Finding your purpose in retirement doesn't have to mean pursuing something big or life changing. It can be found through hobbies, relationships, or simply discovering what brings you joy and fulfillment.

And let's make sure your financial plan reflects whatever you decide. Contact us today!

Finding Purpose After Retirement: Is It as Hard as You Think? Can you reinvent yourself if you don’t know what you’re reinventing for? Can you find purpose after retirement? Purpose has been called life’s compass—the […]

08/20/2026

As summer winds down and the back-to-school season begins, don’t think you’ve missed your chance to squeeze in one last getaway. Just book, pack, and go with these vacation ideas that require minimal planning! Check our blog article: https://bit.ly/4g54v9U

And while reading, writing, and arithmetic usually take center stage, other subjects are also important, such as personal finance. In fact, since around 2021, recognition of the importance of educating students about money and finance has grown, and classroom requirements have been implemented by the majority of states in America. Read more in our blog article: https://bit.ly/4qvepFs

As summer winds down and the back-to-school season begins, don't think you've missed your chance to squeeze in one last getaway.

08/19/2026

Estate planning can help protect your loved ones and ensure your wishes are honored. If you don't know where to begin, here are some steps to consider: https://bit.ly/4yaJ26b

• Work with a trusted estate planning attorney.
• Make a list of your assets and outstanding debts.
• Choose the people you trust to carry out your wishes.
• Put the necessary legal documents in place.
• Keep your documents organized and accessible.
• Review and update your plan as your life and circumstances change.

Need help coordinating your estate plan? Contact our team to learn how we can help.

08/17/2026

We all know where you choose to retire can have a significant impact on how much you'll need to save. While many retirement expenses are shared as a couple, factors like housing costs and your state's cost of living can make the amount needed vary widely.

If you're planning to relocate somewhere new, contact our team. Having a personalized financial strategy can help you prepare for the retirement lifestyle you envision.

Check out Investopedia's map to see the least expensive and most expensive states for couples:

Find out how much savings a typical couple needs to retire comfortably in each U.S. state, with details on what drives retirement costs the most.

08/14/2026

National Financial Awareness Day is a reminder to take charge of your financial future! Use today to review your finances, evaluate your savings goals, better understand your debt, and make sure your financial plan is aligned with where you want to go! Contact our team to learn how we can help you create a tailored strategy.

08/10/2026

We know August is Back-to-School Month, but what about those who just graduated? Starting your first job comes with a lot of new responsibilities, and enrolling in your workplace retirement plan is an important financial decision you'll make. Contributing early, taking advantage of any employer match, and choosing investments that align with your goals can help set a strong foundation for your future. Contact our team to learn how you can make the most of your retirement benefits and begin building your strategy.

https://bit.ly/4vOpEdP

08/04/2026

August is Back-to-School Month, and it's time to prepare for the school year ahead while reviewing your financial plan for education-related expenses. Whether you're helping pay for your children's or grandchildren's school supplies, tuition, or future college costs, our team is here to help you build a strategy that fits into your overall financial plan. Contact us!

08/01/2026

Happy National Planner Day!📅 Today is all about celebrating the power of planning and the clarity that comes from having a roadmap to your goals.

Whether you rely on a physical planner to stay organized or you're looking for guidance from a financial planner like us, having a strategy in place can help you stay focused. Contact us today, and let's create a plan together!

07/29/2026

Nearly 3 in 10 Americans in their 50s still don’t have a retirement account, pensions are pretty much a thing of the past, and even those who have retirement accounts or pensions may be facing savings that fall short of what’s needed to sustain their lifestyle. We’re more than halfway through 2026, and if you haven’t started building or reviewing your retirement strategy, now is the time to act. Catch-up contributions, employer matches, and smart planning moves can still make a meaningful difference. Contact our team today to get started.

Federal data show how many Americans nearing retirement may not have the financial resources they’ll need later in life, raising concerns about long-term financial security.