Time To Use Your Tax Refund

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Time To Use Your Tax Refund

May 4, 2022

What to Do with Your Tax Refund? Here we are already through the first quarter of 2022, and every year April 15th seems to...
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Five Star Professional in Forbes

August 28, 2019

We are very proud to share that Liz Miller has once again been named a Five Star Professional Wealth Manager for 2019 and honored...

How Women Can Change the Financial Statistics

August 2, 2019

Our mothers and grandmothers fought for equal rights over 50 years ago and many things have changed since then for our own...
Liz Miller interviewed by BNN Bloomberg

Liz Miller joins BNN Bloomberg

August 1, 2019

Liz Miller, president of Summit Place Financial Advisors, joins BNN Bloomberg for her perspective on the Fed's statement and the...

Building Your Emergency Fund

June 11, 2019

Have you ever considered what you would do in the event you or a family member had an unexpected expense come up?  What would...
Social security shortfall interview

How to Plan for Social Security Shortfall?

June 10, 2019

The thinking typically goes that boomers have put undue pressure on the system because of the size of their generation. About...

5 Steps for Taking Care of Mom and Dad

May 9, 2019

We celebrate our moms and dads this month and next.  The parents who so tirelessly supported us and became our role models for...
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Named Best of Summit for the 5th Year in a Row!

April 26, 2019

We are honored to be recognized in our local community once again for continuing to represent excellence. For the fifth year in a...
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Are Americans overly confident about retirement?

April 24, 2019

Sharon Epperson, CNBC’s personal finance expert, invited Liz to weigh in on what Americans can do to better prepare for...
Nightly Business Report with Liz Miller

NBR- Nightly Business Report

April 24, 2019

Are you concerned about social security and whether or not it will be there in the near future?  Liz was invited to speak on...

Slowing Growth is not a Recession

April 10, 2019

What a difference a quarter makes! The markets started 2019 with a strong rebound that effectively recouped all that was lost in...

Tax Time- For Your Retirement Accounts

March 13, 2019

This is the time of year we reach out to many clients recommending they make an annual contribution to a tax advantaged...

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