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Rethinking New Year Resolutions
New Year goals tend to focus on things we want to improve about ourselves; a great aspiration. However, have you thought about goals that reach beyond yourself that could benefit others? Perhaps you have an idea that could possibly change the world! Each one of us has the capacity to change the world around us or the world at large. You could be the writer of the next bestseller, or come up with a great invention, create a masterpiece, invent new technology or as a lover of astronomy discover the next planet. Think beyond yourself to the bigger things that might just change the world.
Some men see things as they are and say, "Why?" I dream of
things
that
never were and say, "Why not?" - George Bernard Shaw
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Nixon ushered in a policy of fuel conservation and rationing not seen since World War II.
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FUEL CONSERVATION
On this day in history, January 2, 1974, President Nixon signed the Emergency Highway Energy Conservation Act, setting a new national maximum speed limit of 55 mph. The act was intended to force Americans to drive at speeds deemed more fuel-efficient. The president was responding to OPEC quadrupling oil prices in 1973, which placed a choke hold on consumers and industries. The embargo had a global impact, sending the U.S. and European economies into
recession.
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In an age of such technological advancement, it's amazing to realize there are still living creatures and perhaps even hidden people groups to be discovered in the world. Click on
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2016
TOP TEN ARCHAEOLOGICAL FINDS
Finding the unexpected is exciting, particularly when those finds tell a story. Check out the top 1
0 fascinating archaeological
DISCOVERIES of 2016.
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Have you found yourself suddenly single? There are important steps you should take if you find yourself suddenly single. Take a few moments to listen to the video to gain some helpful advice.
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Collaborating to Bring Hope & Joy
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TIME WELL SPENT
Find out some of the GREAT ways Summit partnered with various organizations and non-profits during the holiday season to make a difference in the lives of others.
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The
Colorado Springs office staff spent time
at
Christmas Unlimited (one of Pikes Peak regions oldest charities)
helping families in need to obtain toys for their children for Christmas. Staff also volunteered at
Hope & Home
writing the names of foster children on stockings for foster families. The staff also donated new toys to
Hope & Home. Staff enjoyed helping & come alongside parents to help bring their children joy.
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T
he Lakewood office held a movie event & attendees were asked to donate a toy/gift to Providence Network, a 501(c) helping those
suffering from addictions, abuse & homelessness. The office staff also volunteered at Samaritan's Purse packing toys & other items into shoe boxes for children in Mexico. Both of these efforts were greatly rewarding knowing others would experience the joy of these gifts.
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The Lone Tree office
staff also volunteered at Samaritan's Purse packing
toys & other items into shoe boxes headed to children in Mexico. At holiday time this great organization sends thousands of shoe boxes to children all over the world. Operation Christmas Child was born out of a desire to bring joy & the message of good news at Christmas time. Staff had a great time working together on this project to bring joy to the heart of many children.
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The Madison & Meridian, MS & Memphis, TN offices joined forces and met at the Salvation Army in Jackson, MS, to help put together items for delivery to needy
families enrolled in the Angel Tree Program. The purpose of the program is to provide less fortunate children and seniors gifts and necessities during the holiday season. Staff enjoyed being together to give of their time to such a worthwhile project.Staff
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ESTATE MANAGEMENT CHECKLIST
Please follow the link for a helpful listing of items that you should have in place.
CHECKLIST We don't know what each day will bring and it is wise to be prepared for the unexpected.
ESTATE DOCUMENTS
The following link will help you understand the specifics of the necessary financial & healthcare documents.
DOCUMENTS Please contact us with any questions you may have. Click on WEBSITE for branch office phone numbers.
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THE LITTLE KNOWN TAX BENEFIT OF SELLING COMPANY STOCK
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by DANIEL GILBERTSON
VICE-PRESIDENT
For anyone who has a qualified company retirement plan, such as a 401(k) or ESOP (Employee Stock Ownership Plan), there is a little known tax strategy that can potentially save you thousands of dollars in taxes.
LEARN MORE
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From All of Us at Summit,
We Wish You a
Hopeful & Promising 2017!!
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Corporate Headquarters
13710 Struthers Road, Suite 115
Colorado Springs, CO 80921
(719) 633-4033
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Helping People Navigate the Path
to a Better,
M
ore S
ecure Future
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
This communication strictly intended for individuals residing in the states of
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network, member
FINRA
/
SIPC
, a Registered Investment Adviser. Fixed Insurance products and services offered by Summit Wealth Group or CES Insurance Agency.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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