Who We Are
Summit Tax and Wealth Advisory, is a locally owned and operated full service tax and wealth advisory firm serving the Saint Louis metro area. Our goal is to alleviate your financial stress, so you can get back to what matters most to you.
Helpful Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.