Market Watch

May 22, 2012 @ 08:01 PM

Dow Jones Industrials 12,502.81- 1.67
Nasdaq Composite 2,839.08- 8.13
S&P 500 1,316.63+ 0.64
10 Year Treasury Note 1.79+ 0.06
Wilshire 5000 13,754.31- 0.28
OSX Oil Service Sector Index 206.96- 1.18

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Summit Wealth Strategies, LLC

Summit Financial Partners has merged with The Planning Associates to form Summit Wealth Strategies, LLC

Welcome to our new web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Check out this Video about the personal website that is available to our clients to help them better manage their finances. 

Newsletters

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →

Calculators

Savings Goals

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

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

More Calculators →
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