Dash Grammer - Summit Financial Group LLC

Should you use a savings or checking account?

Savings vs. Checking Accounts: Which One Should You Use? Savings accounts and checking accounts have different uses, so it's worth knowing which is right for you.

To tip or not to tip. The tipping culture is changing.

'Out of control': No one knows how much to tip | CNN Business Customers are overwhelmed by the number of places where they now have the option to tip and feel pressure about whether to add a gratuity.

Summit hosted a Virtual Townhall featuring Senior Vice President and head of Franklin Templeton’s municipal bond department, Ben Barber, CFA.

Click the video below to get the latest commentary, behind-the-scenes details, and outlooks from an industry insider.

Summit Townhall with Ben Barber 8-9-2022 TR # 4895706 DOFU 8/2022Summit Financial Group, LLChttps://summitadvisors.com/(925) 866-7800

What today’s retirees want future retirees to know

Disclosure: Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

What today's retirees want future retirees to know US retirees have some advice for their younger selves, and by extension anyone who has yet to retire: Save more. Save earlier. Make a financial plan for retirement. And don't forget to account for taxes and inflation -- they'll hit you harder than you expect.

Chances are your kids first learned about saving money from a piggy bank. As they grew, they traded in those piggies for a savings account. Now it’s time to look ahead. Learning how to become financially independent adults is vital for their future success. This comprehensive class covers budgeting, setting financial goals, money management, credit and debt, investing, and more! Join us in person at Inklings in Pleasanton for this educational and fun workshop on Thursday, August 4 from 3PM - 4:30 PM!

Seating is limited. One parent per teen family, please. Contact Veronica Santiago at [email protected] to reserve your spots today!

Teens and Money: Setting the Stage For Financial Success Teens and Money: This fun and educational workshop is geared toward kids in grades 7-12. Click to learn more about this workshop.