Valentine’s Day is for Love (and Life Insurance)
February 12, 2018
The most romantic holiday of the year is here! From flowers to candy, everyone looks for that something special for the love of...
Financial Planning Magazine interviews Liz
January 26, 2018
The Financial Industry Regulatory Authority (FINRA) recently launched a helpline to better assist small firms. In an interview...
BNN Interviews Liz for The Close
January 22, 2018
In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and...
Three Tips to Discuss Money with Adult Children
January 19, 2018
It’s the New Year and time for resolutions. How about making this the year you discuss money and good financial habits with...
Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017
December 28, 2017
What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic...
Why Some Tax Strategies Should Wait Until Next Year
December 16, 2017
The Senate and the House closed in on a final version of the tax bill on Friday, as Republican leaders stay on track for final...
Cards for Clients: Warm Holiday Wishes from Advisors
December 12, 2017
It’s the most wonderful time of the year. The holidays are upon us and that means it’s time for bright lights, cheerful...
We Live by Our Values to Best Serve Clients
December 12, 2017
The role of a financial advisor has evolved tremendously over the past 20 years and you may not even realize how a financial...
We Celebrate Thanksgiving by Continuing to Give Back
November 20, 2017
This is the time of year we give thanks. We give thanks that 2017 has been a surprisingly strong year for our country so far,...
Don’t be Scared of Your Financial Future
October 30, 2017
Halloween may be the “spookiest” time of the year, but we find many people are constantly scared of their financial future....
Tax Moves to Make Regardless of What Happens in Washington
October 25, 2017
Death and taxes are two sure things in life. But steps you make before the end of the year can help mitigate the tax bite you'll...
How to Buy Your First Home
October 12, 2017
Buying a home is one of the most -- if not the most -- significant purchases of your adult life. So, you'll want to make sure...