Summit Bank - Financial Answer Center

Financial Answer Center

Your resource for information, tools, and FREE downloadable "Quick Guides" to
help you better understand your financial needs, and find the person that can help.

Paying For College
	- Sending children to college - Financial Aid - Savings vehicles - Savings bonds

Investing For Retirement
	- IRAs - Annuities - Retirement income - Make your Savings Last

Cash & Debt Management
	- Getting Started - Is your Spending out of Control? - Income and Expenses - Evaluating your Credit

Buying & Selling Home / Real Estate
	- Your Housing decision - How much can you afford? - Mortgage financing - What is a closing?

Major Life Events
	- Introduction - Your new baby - Divorce and remarriage - Taking care of elderly

Your 401(k)
	- Managing Investments - Changing Jobs - Distributions - 403(B) / 457 Plans

Getting Ready To Retire / Retired
	- Medicare - Social Security - Investment Strategy - Plan Distributions

Buying Insurance / Benefits at Work
	- Disability Insurance - Life Insurance - Health Savings Accounts - Long-Term Care Insurance

Investing & Investments
	- Basic Investing Strategies - Are Fixed Annuities for you? - Watching the market - Age and diversification

Running Your Business
	- Cash management - Borrowing - Cash Flow - Insurance

Planning Your Estate
	- What is a basic will - Provide for your loved ones - Estate and Gift taxes - What's your estate worth

Career Transition
	- Introduction - Knowing where you stand - Your Job Search - After you find a new job

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are: NOT bank deposits, NOT insured by FDIC or any other governmental agency, NOT obligations of Summit Bank, NOT guaranteed by Summit Bank, and are subject to risk, may lose value. Summit Bank is independent of Raymond James.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.