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Category: Retirement

Start Planning Now or Regret Later: The Ideal Time to Begin Your Retirement Journey!

Start Planning Now or Regret Later: The Ideal Time to Begin Your Retirement Journey!

Are you ready to shape your ideal retirement? At Summit Financial Services, we recognize that the key to a secure and fulfilling future is careful retirement planning. We’re delving into the important question of when to start planning for retirement and why an early start is key to securing a comfortable and stress-free future. Financial […]

Tax Considerations for Retirement

Tax Considerations for Retirement

Retirement is a significant life milestone that requires careful financial planning. One crucial aspect of retirement planning is understanding the tax implications of your decisions. Proper tax planning can help you maximize your savings and ensure a financially secure retirement. Keep reading to explore essential tax considerations for retirement to help you make informed decisions. […]

How to Handle Market Swings During Retirement

How to Handle Market Swings During Retirement jpg

Retirement is a phase of life that many people look forward to. It is a time when they can finally take a break from work and enjoy the fruits of their labor. However, the unpredictability of the financial markets can make it challenging for retirees to plan their finances and enjoy their retirement to the […]

How much do I need to retire?

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Retirement is a phase in life that everyone looks forward to. It’s a time when you can relax and enjoy the fruits of your labor. However, one of the biggest questions that people have when planning for retirement is: How much do I need to retire? The answer to this question is not a simple […]

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Carroll County:  Finksburg (21048), Hampstead (21074), Keymar (21757), Lineboro (21088), Manchester (21102), Marriottsville (21104), New Windsor (21776), Sykesville (21784), Taneytown (21787), Union Bridge (21791), Westminster (21157, 21158), and more.

Howard County: Annapolis Junction (20701), Clarksville (21029), Columbia (21029, 21044, 21045, 21046), Cooksville (21723), Dayton (21036), Elkridge (21075), Ellicott City (21041, 21042, 21043), Fulton (20759), Glenelg (21737), Glenwood (21738), Hanover (21076), Highland (20777), Jessup (20794), Laurel (20723), Lisbon (21765), Savage (21765), Simpsonville (21150), West Friendship (21794), Woodbine (21797), Woodstock (21163), and more.

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DISCLOSURE: Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.