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Blog

Ed Lindbloom | Feb 1, 2023

Estimating The Cost Of College

Investment
Article
College
Saving
Cost
Worksheet
Tuition
Education
Estimate
Money
Public
Community
School
Scholarship
Grant
Financial Aid
Resource
This worksheet can help you estimate the costs of a four-year college program.
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Ed Lindbloom | Jan 31, 2023

A Decision Not Made Is Still a Decision

Investment
Article
Decision
Portfolio
401(k)
Market
Indecision
SECURE Act
Default
Timely
Benefit
Attention
Advantage
Procrastinate
Investors who put off important investment decisions may face potential consequence to their future financial security.
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Ed Lindbloom | Jan 30, 2023

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Investments

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

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Ed Lindbloom | Jan 26, 2023

Financial FAQs

Finance
retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Ed Lindbloom | Jan 24, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Ed Lindbloom | Jan 17, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Ed Lindbloom | Jan 13, 2023

IRA Withdrawals That Escape The 10% Tax Penalty

retirement
Article
IRA
Tax
Death
Home Ownership
Health Care
IRS
Withdrawal
Penalty
Disability
Payment
Home Purchase
Medical Insurance
Medical Expense
Higher Education Expense
Active Duty
Escape
Management
IRA Withdrawals That Escape The 10% Tax Penalty
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Ed Lindbloom | Jan 13, 2023

Eight Mistakes That Can Upend Your Retirement

Article
Risk
Time Horizon
Risk Tolerance
Tax
401(k)
College Savings
Health Care
Debt
Retire
retirement
Strategy
Mistake
Portfolio
Invest
Investments
There are common mistakes you can avoid when saving for retirement.
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Ed Lindbloom | Jan 13, 2023

Choices For Your 401(K) At A Former Employer

retirement
Article
401(k)
Work
Investment
Rollover
IRA
Employer
Plan
Asset
Loan
Former
Transfer
Creditor Protection
Choices For Your 401(K) At A Former Employer
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Ed Lindbloom | Jan 13, 2023

SECURE Act 2.0: An Overview

Timely
Article
News
SECURE Act 2.0
Congress
House
Legislation
retirement
IRA
Roth
Account
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Ed Lindbloom | Jan 13, 2023

Video: 3 Money Management Principles for Children

Savings

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as

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Ed Lindbloom | Jan 12, 2023

It's Never Too Late to Save for Retirement

retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Email elindbloom@summitfn.com
Phone 541-702-2608
Fax 541-500-3394

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