Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Jennifer Luzzatto, CEO of Summit Financial Partners, joins with host Cheryl Miller on WTVR's Virginia This Morning, to talk about investment strategies and tips to make sure your money is working for …
Interview: Should You Add Stock to Your Portfolio? {Video}Read More
Local Richmond television station WTVR's Virginia This Morning invited Jennifer Luzzatto, CEO of Summit Financial Partners, to speak with hosts about the three most important documents you need to …
Interview: Three Legal Documents to Have in Place with Your Adult Children {Video}Read More
The following is adapted from Inheriting Chaos with Compassion. The death of a loved one creates chaos in our lives. There are so many decisions to be made, and our fear of making the wrong choices …
Begin Your Estate Planning by Defining These Three RolesRead More
It is often said that percentage of stocks that one should own in their investment portfolio is 100-minus their age. Is this a good rule of thumb? I am not sure where this “rule” originated, but …
Should the Percentage of Stocks You Own be 100 Minus Your Age?Read More
The following is adapted from Inheriting Chaos with Compassion. If you inherit an investment portfolio from a loved one after they pass, unless you’re an investor, you might look at the mix of …
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if …
How to Evaluate an Investment Portfolio You InheritRead More
Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion "I learned firsthand how hard it is to settle someone’s estate when my husband died and then, …
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, there are two major roles involved in the handling of their estate. There’s the executor, whose job is …
How the Executor and Beneficiaries of a Will Should Handle AssetsRead More
The following is adapted from Inheriting Chaos with Compassion. When it comes to investing, most of us are familiar with stocks—an ownership share in a company—but you might be left wondering what …
Interested in Growing Your Wealth with Bonds? Here’s How They WorkRead More
The following is adapted from Inheriting Chaos with Compassion. Oftentimes, when a loved one passes away, we end up inheriting assets we’re not equipped to handle. For most people, a perfect …
The following is adapted from Inheriting Chaos with Compassion. Many people resist seeing a financial advisor because they feel that every time they walk in, they’ll be told what they’re not doing …
Looking to Your Financial Future Starts with Knowing Where You AreRead More
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, the last thing you want to think about is money. The unfortunate reality is that life moves on, and …
After the Loss of Loved One, Your Mindset Around Money Might ShiftRead More
