Skip to content
Summit Financial GroupSummit Financial Group
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Private Wealth
    • Pre-Retirees
    • Retirees
    • Corporate Retirement Plans
    • Endowments & Foundations
  • Services
    • Services
    • Our Planning Process
    • Wealth Management
      • Wealth Management
      • Financial Planning
      • Investment Management
      • Risk Management
    • Business Planning
      • Business Planning
      • Corporate Retirement Plan Consulting
      • Exit & Succession Planning
      • Insurance & Risk Management
    • Divorce Planning
    • NextGen Planning
    • Estate, Charitable Giving & Trust
  • Company
    • Company
    • Our Purpose
    • Careers
      • Careers
      • Advisors
      • Services & Operations
    • Contact Us
    • Our Foundation
    • About Raymond James
  • Our Team
    • Our Team
    • Advisors
      • Advisors
      • Robert L. Avey
      • Tyler Bailey
      • Nathan Bennett
      • Kimberly Damiani
      • Jay Gilson
      • Dash Grammer
      • Neil Hunter-Smith
      • Donald Ledoux
      • Jeffrey Lee
      • Connor Merrigan
      • Gina Morais
      • Brendan Noonan
      • John O'Dea
      • Aaron Peabody
      • Vanessa L. Savage
      • Michael Schomaker
      • Jeneen Slack
      • Cody Smith
      • Kristin M Sullivan
      • Justin Ward
    • Services & Operations
      • Services & Operations
      • Angela Bessiere
      • Susan Bonde
      • Keith Campbell
      • Aimee David
      • Jennifer De Guzman
      • Erin Haubner
      • Jack Hollmeyer
      • Cristina Holloway
      • Kimberly Horikoshi
      • Kari Jeha
      • Rachael Kepke
      • Cindy Loeffler
      • Nancy McMillin
      • David Moe
      • Pranay Mohan
      • Laurie Murthy
      • Austin Muto
      • Julie Pelletier
      • Breanne Powers
      • Veronica Sandoval
      • Collin Sapp
      • Tiffany Taylor
      • Veronica Tung
  • Resources & Events
    • Resources & Events
    • Events
      • Events
      • Retirement Planning Workshops
      • Second Saturday Divorce Workshops
      • Webinars
    • Commentary and Insights
    • Summit Perspective Newsletter
    • Worthwhile Magazine
    • Subscribe to Insights
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
    • Client Access Videos
    • eMoney
  • San Ramon CA - FHT
    2633 Camino Ramon Suite 200 San Ramon, CA 94583 T: 925.866.7800
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
    • Video
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
View
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Read
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
facebooklinkedininstagramyoutube

The future at your fingertips

Summit Financial GroupSummit Financial Group
Summit has moved! Learn More.
  • 2633 Camino Ramon Suite 200 San Ramon, CA 94583
  • T: 925.866.7800
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James Financial, Inc.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use