News & Updates

When is the Right Time to Refinance Your Mortgage?

When is the Right Time to Refinance Your Mortgage?

by Dan Haines | May 15, 2020 | Financial Planning

For many homeowners, the mortgage payment is one of their largest expenses. With mortgage rates declining, there could be a significant opportunity to lower monthly payments.

How the SECURE Act May Impact Your Finances

How the SECURE Act May Impact Your Finances

by Jeff Belmonte | Jan 16, 2020 | Financial Planning

The SECURE Act could have a meaningful impact on your finances. This article will focus on five key provisions likely to affect you going forward.

Investment Lessons of the Last Two Decades

Investment Lessons of the Last Two Decades

by Dan Haines | Jan 16, 2020 | Investments

As we end the decade on a high note for the markets, it is worth reflecting on the past 20 years and how we got here.

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Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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