The commentary on this blog reflects the personal opinions, viewpoints and analyses of the author,
Summit Financial Services, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness.
Join us for a FREE college workshop at the Eledersburg Library on Tuesday, October 10th, 2023 at 6:30PM. Answer important questions about navigating FAFSA, applying for scholarships and many other important concerns you and your college-bound sons and daughters may have. Learn how to avoid the costly pitfalls that put a strain on your budget and retirement. Don’t miss this very informative workshop!
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 is a significant life milestone that requires careful financial planning. One crucial aspect of retirement planning is understanding the tax implications of your decisions.
Summit Financial is a family owned and operated, Maryland-based financial services provider.
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.
