As the single largest housing expense after a mortgage payment, utilities are a significant cost to home ownership. You can save money on the cost of utilities by purchasing new energy-efficient heating and cooling systems or by making home improvements, such as weatherizing and insulating older homes and these investments can end up saving you [...]
The American Taxpayer Relief Act of 2012 (ie. The Fiscal Cliff Deal) along with the Affordable Health Care Act of 2010 (ie. Obamacare) have created a number of changes that may impact your taxes in the current year.
After hosting a full-house Lunch & Learn on this topic last month, we wanted to share the Four [...]
Blue Summit is hosting an informal monthly luncheon workshop series in 2013 to educate attendees on various, timely topics.
In the spirit of tax season, the next workshop will be held this upcoming Friday, March 1st, covering Investments That May Lower Your Taxes in 2013.
Visit the Events Page to view the invite and submit your RSVP, or simply call: (619) [...]
Happy New Year from all of us at Blue Summit Wealth Management. Our wish for 2013 is that this will be your best year ever!! We hope that you will consider recognizing what true wealth means to you. The true meaning of wealth is not the abundance of possessions and property as Merriam-Webster or modern [...]
By Shane G. Johnston & Judith L. Seid, CFP®
We had been updating you throughout 2010 on Congress’ inaction in addressing the estate tax debacle. It seems as though this inaction and deaths of 4 billionaires alone last year cost the federal government roughly $6.5 billion in taxes. Yikes!
So the debate is over, for now, with [...]