Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
What Are Your Goals?
We asked our clients to share some of their goals.
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Love That Lasts a Lifetime (and Beyond!)
Love That Lasts a Lifetime (and Beyond!)
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Can You Deduct Your Work From Home Expenses?
The pandemic changed the way a lot of Americans work, and working remotely from home is the new normal for many. If you’re one of them, you may be wondering if you should consider claiming the home office deduction on your taxes. We...
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Study: Hobbies Keep You Sharp
Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....
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January 2025: Retirement Readiness
This month’s Retirement Readiness newsletter features helpful information about how to plan for an active retirement, six surprises pre-retirees should be aware of heading into retirement, expected changes to Social Security in 2025,...
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Welcome 2025!
As we step into 2025, we’re excited for fresh opportunities, growth, and the chance to continue serving our clients and community. This year is all about progress, protection, and planning for a brighter future.Here’s to a year of...
Read MoreMemorial Day Sales
Memorial Day Sales What to buy and not to buy during Memorial Day Sales Clothing. “… Macy’s, Kohls, Old Navy, Lulu Lemon, H&M, Abercrombie & Fitch, REI, and a host of other retail outlet stores you’d find at a...
Read MoreOctober Buying Guide
Columbus Day Weekend -Mattresses -Accessories – such as: purses, shoes -Outdoor living essentials and camping gear -Travel - Airfare Columbus Day is October 8, 2018. Take advantage of these sales! Most of these sales are good all...
Read MoreAugust/September Buying Guide
Tax Free Weekend -Back-to-School and Office Supplies -Hand Sanitizer, Disinfectant Wipes, Facial Tissues -Summer Apparel and Shoes (Especially for kids) -Laptops, Computers, and Computer Software – Don’t forget to compare...
Read MoreRetirement Saving Versus College Saving
Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good idea? If you’re like many Americans, you face a variety of challenges every day. Most parents and some grandparents find themselves...
Read MoreJune/July Buying Guide
After Fourth of July: -Picnic items: disposable dishes/table clothes -Patriotic decorations -Patriotic clothes – Stores want to get these items out of their inventory quickly after the Fourth celebrations are over, so wait until...
Read MoreDelay Receiving Social Security to Increase Benefits
On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act into law to help combat unemployment and guarantee income for retirees. Roosevelt acknowledged the limitations of the act, stating, "We can never insure...
Read MoreHelping Your Parents Through Their Retirement
In 1900, life expectancy at birth in the U.S. was 47 years. Now that number is closer to 79, and many of today’s children could live to see 100. But with an increase in longevity comes a growing need for longer care of the...
Read MoreProtect Your Income with Disability Insurance
You’ve insured your home and personal property, your vehicles and your life, but are you overlooking your most substantial asset – your ability to earn income? According to the Centers for Disease Control and Prevention,...
Read MoreApril/May Buying Guide
One thing we value at Sommer Investments LLC is the prospect of picking up a great deal. We hope that this buying guide will help you do just that. Here are some things to be on the lookout for over the next month or so. Stick with us...
Read More5 Important Times in the Life of a Soon-To-Be Retiree
5 Important Times in the Life of a Soon-To-Be Retiree 59 ½ Why is 59 ½ so important? Six months before celebrating the big “60,” you can begin to withdrawal from your retirement accounts without an early...
Read More3 Retirement Hazards To Avoid
3 Major Retirement Hazards to Avoid Retirement can mean the beginning of a new life. Here are a few common dangers to avoid. Retirement planning is a tricky process, one that requires careful planning and patience. But even if you have...
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