Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Dimensional Fund Advisors – Part 2
Today is Part II of a series of articles entitled: Dimensional Fund Advisors: Who Are They and What Makes Them So Valuable to Investors? The core of the Dimensional Funds history stems back to their founders: David …
Read MoreWhat/Who is DFA (Dimensional Fund Advisors)? – Part 1
I have a confession to make. I have been an employee of Summit Financial Planning for going on one year. During my time here, I have known that one of the differentiators between Jennifer Luzzatto and other …
Read MoreHow to Eliminate Unwanted Junk Mail
Have you ever wondered how to get rid of unwanted junk mail that litters your mail box day after day? Everyday a new catalogue will come, tempting me to buy the latest season’s fashions. Or, a furniture …
Read MoreTop 5 Tips for Filing a Clean Tax Return
The deadline for filing tax returns this year has been extended from April 15, 2011 to April 18, 2011. According to IRS sources, audits of individual tax returns are up 100% since 2001. Here is a …
Read MoreSimple Act of Genorosity
My four year old daughter loves soap. That has always been a favorite toy for her. I have to ration it when she takes a bath. What does this have to do with anything? Well, on Christmas Day, I …
Read MoreFinancial Sanity…Paying with your cell phone???
Nathan Dungan is the Founder and President of an organization called Share, Save, Spend. His company’s mission is the spread the message of financial sanity through a program bearing the company’s name of “Share, Save, Spend.” …
Read MoreQ&A: Ask Summit
“My insurance company doesn’t offer a flexible spending account, but I just read that anyone can get a Health Savings Account. Is this true? If so, is there a criteria for deciding whether it would benefit …
Read MoreWorlds Healthiest Foods….Affordable????
I recently read this article on the world’s healthiest foods. I don’t know about you, but I get completely confused about what I should be doing from a healthy eating perspective. It seems like every time you …
Read MoreStart paying cash for cars
Attached is a YouTube video by Dave Ramsey that I found very intriguing. He suggests that people need to get off this Merry go round of revolving car leases/car payments. Most people know that investing …
Read MoreReality Check
I was in my Church’s bathroom before the service tonight and I overheard a conversation that stopped me dead in my tracks. Our Church was the week-end sponsor for families being taken care of by …
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