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The Summit Blog

Plain-language insights on financial planning, investing, and building wealth, by Michael White, CFP®.

Getting Started·4 min read

What Does a Financial Advisor Actually Do?

If you've never worked with a financial advisor, the relationship can seem mysterious. Here's what actually happens, and why it matters.

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Tax Planning·4 min read

Roth Conversion Strategies for Retirement

Roth conversions can save you hundreds of thousands in lifetime taxes, but timing and amount matter enormously. Here's what to consider.

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