Summit Pointe Advisors

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How Well Do You Understand Retirement Plan Rules?

From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
Five Tips to Follow When Applying for a Mortgage

Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
Business Cycle Basics: Recessions Begin and End Before We Know It

This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cash Flow Analysis

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

How much do you need to save each year to meet your long-term financial goals?