Lifestyle and Legacy Planning

Planning Your Next Move? Explore Renting

rent vs. buy, homeownership, retiredAs you plan your next move, consider how your next home purchase might affect your wealth and future lifestyle. It is no longer obvious that purchasing is the right decision in your leisure years. That’s why, in this learning paper, we highlight a handful of reasons why renting may be better than buying in today’s environment.


Strategic Educational Funding for the Next Generation

college education, parents, grandparents, student loans For anyone who hopes to maintain at least a middle-class lifestyle, a degree from a higher education institution has become a must. As parents and grandparents, we want to see children succeed but may worry how the education will be funded and by whom.



It’s Tax Time: Here are 5 Tax Management Tips

tax management, taxes, tax liabilityIt’s tax season and the April 17th filing deadline is near. We know you are always looking for ways to potentially lower your tax bill: consider these tips when you file this season’s taxes.




Thriving in Turbulent Times

market volatility, stock market, turbulanceMarkets can be very uncertain at times with major indices dropping and recoving multiple times in just a few short months. Major media programs make things even more uncomfortable by telling investors that the markets are in turmoil and will possibly become worse.

Why Proper Account Titling and Beneficiary Designations Are So Important in Estate Planning

estate planning, account titling, beneficiaryYou have prepared your estate documents to ensure that your assets are passed to the next generation according to your wishes. However your will and trusts are only one part of the framework that dictates how your assets will be distributed after your death.



Net Worth Worksheet


Clutter-Free Wealth Critical Records Organizer


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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880


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