Dash Grammer - Summit Financial Group LLC

01/30/2023

Should you use a savings or checking account?

Savings accounts and checking accounts have different uses, so it's worth knowing which is right for you.

01/25/2023

To tip or not to tip. The tipping culture is changing.

Customers are overwhelmed by the number of places where they now have the option to tip and feel pressure about whether to add a gratuity.

11/08/2022

Americans will be allowed to contribute more of their money to 401(k) and similar retirement saving plans next year. Learn more.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Americans will be allowed to contribute more of their money to 401(k) and similar retirement saving plans next year. The IRS said Friday that the maximum contribution that an individual can make in 2023 to a 401(k), 403(b) and most 457 plans will be $22,500. The IRS also raised the 2023 annual contr...

09/19/2022

A great read - The Federal Reserve, inflation and living in times of uncertainty.

https://hearsay.social/3dleCtL

08/22/2022

How budgeting forms the basis of your financial plan

  Budgeting isn’t all about allocating a certain amount of money towards different expenses. It’s important to look at budgeting in a broader sense.

08/18/2022

Summit hosted a Virtual Townhall featuring Senior Vice President and head of Franklin Templeton’s municipal bond department, Ben Barber, CFA.

Click the video below to get the latest commentary, behind-the-scenes details, and outlooks from an industry insider.

TR # 4895706 DOFU 8/2022Summit Financial Group, LLChttps://summitadvisors.com/(925) 866-7800

08/03/2022

What today’s retirees want future retirees to know

Disclosure: Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

US retirees have some advice for their younger selves, and by extension anyone who has yet to retire: Save more. Save earlier. Make a financial plan for retirement. And don't forget to account for taxes and inflation -- they'll hit you harder than you expect.

08/01/2022

Here’s how to protect your money from a potential recession

Whether or not the US economy falls into an official recession, there are still plenty of difficult financial and economic factors hitting investors and consumers. But there also are ways to limit their damage to your bottom line.

07/29/2022

Women are reshaping the future of finance

In an industry where diversity and inclusion have historically been lacking, women advisors and investors are making significant inroads on their way to the top.

07/27/2022

How to adjust your student loan repayment plan for 2022

If you have student loans, you might have gotten a break during the last couple of years of the pandemic. The federal government, a handful of states, and

07/25/2022

Chances are your kids first learned about saving money from a piggy bank. As they grew, they traded in those piggies for a savings account. Now it’s time to look ahead. Learning how to become financially independent adults is vital for their future success. This comprehensive class covers budgeting, setting financial goals, money management, credit and debt, investing, and more! Join us in person at Inklings in Pleasanton for this educational and fun workshop on Thursday, August 4 from 3PM - 4:30 PM!

Seating is limited. One parent per teen family, please. Contact Veronica Santiago at [email protected] to reserve your spots today!

Teens and Money: This fun and educational workshop is geared toward kids in grades 7-12. Click to learn more about this workshop.

07/22/2022

The first half of 2022 has been fraught with market volatility and all major assets classes being down substantially year-to-date. While it can be painful to see investments decline, the market environment may be providing a unique opportunity for long-term investors. It might be time to consider Roth conversion.

Although no one likes to see investments decline, the market environment may be providing a unique opportunity for long-term investors.