Sommer Investments, LLC

10/16/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

10/16/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/14/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

10/14/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

10/13/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

10/11/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

10/11/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

10/09/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.