Summit Pointe Advisors

Newsletters

Your Business: Reasons to Keep Personal and Business Finances Separate

Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Company Stock and Your Retirement Strategy

This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
Big Data for Smaller Players

Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Accumulating Funds for Short-Term Goals

Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.