Tuesday, October 13, 2026
Woof! Finnigan here. As Chief Roll Over Officer at Summit Consultants, Inc., I take my responsibilities very seriously. Well, except when someone drops a treat, squeaks a toy, or mentions the word "walk." But today I want to talk about...
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Tuesday, September 29, 2026
You spent decades contributing to your retirement accounts, investing those dollars, and allowing them to grow tax-deferred. Eventually, however, the IRS requires you to begin taking some of that money out. Those mandatory withdrawals...
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Wednesday, September 16, 2026
Is AI Going to Take My Job? It may be one of the most common questions being asked around offices, dinner tables, and boardrooms today: Is artificial intelligence going to take my job? The concern is understandable. AI can already...
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Wednesday, September 2, 2026
When it comes to financial planning, it’s easy to feel like you’re constantly making a choice between enjoying life today and preparing for tomorrow. Should you take the family vacation or put that money toward retirement? Upgrade your...
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