Jose Guzman Jr.

03/24/2026

I’m excited to join Financial Group, Inc.!
Summit has been helping people and businesses for over 35 years with solutions like risk management, employee benefits, insurance, retirement plans, wealth management, and Medicare.

Looking forward to learning and growing with the team!
Learn more at yoursummit.com.

03/11/2026

Here’s what you should know about the hidden economic value of unpaid work.

Stay informed about life insurance should value stay-at-home parents' unpaid labor. Breaking financial news and analysis from Due.

03/09/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

03/06/2026

There are strategies for obtaining the lowest possible mortgage rates, such as buying down your rate. Learn how to get the lowest rates in the 2026 market.

03/06/2026

Running a small business means wearing a lot of hats, but National Employee Appreciation Day is a perfect reminder that you don't do it alone. Your employees show up and keep things moving every single day. Take a moment today to say thank you. If you're thinking about ways to invest in your people for the long haul, let's connect.

03/04/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

03/03/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

03/02/2026

Letting a relative stay in a second home or inherited property can quietly change your insurance coverage and leave you exposed to costly liability claims.

02/27/2026

Millennials are shifting toward new paths in business ownership, exploring opportunities that offer independence and leadership. Learn more about this trend.

Buying an existing business and stepping into its leadership has become a popular way to get a foot in the door to ownership.

02/25/2026

Retirees have many decisions to make, but there’s another form of preparation that many of us don’t consider — protecting yourself from financial abuse. Here’s some things to consider.

How to find the balance between trusting your kids and protecting your money.

02/23/2026

Dating dealbreakers abound when it comes to finances, finds a new NerdWallet survey.