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A good life plan will require a suite of financial and insurance solutions tailored to each woman’s unique situation. Here are some tips for women.

Heartiest congratulations if you have wrapped up or started the year with an annual bonus! Before you get carried away and start spending this extra source of income on all you ‘wants’, how about ensuring that all your ‘needs’ have already been taken care of?

It’s the most wonderful time of the year and for many, it might well be the most expensive! ? Here’s some tips to create a holiday budget.

Save or splurge? “You Only Live Once” or “Save For A Rainy Day”? Take this quiz to find out what you should be doing with your money!

Financial mistakes can be made out of ignorance and misinformation. At Summit Planners our advisers are trained and equipped to offer the best financial plans to our clients and advise them against making the three common mistakes.