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Between you and your money, you can make it happen. We can help.
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Increase your monthly savings
Creating a Financial Plan to Increase Your Savings
Saving, Webinar, Budget, Spending, Financial Freedom, Money Smarts
Create a financial plan by following these easy money saving tips. Start saving in a way that fits your lifestyle and will set you up for financial success.Create a financial plan by following these easy money saving tips. Start saving in a way that fits your lifestyle and will set you up for financial success.
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Summit Financial Advisors
The Pros and Cons of Early Retirement Plan Rollovers
SFA, Investing, Retirement
Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early withdrawal penalties?

  
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How to use a digital wallet
What’s a Digital Wallet?
Digital Wallet, Money Tips, Financial Freedom
A digital wallet is software that allows you to make payments right from your phone, easily navigate online checkouts and gain extra security. Ready to swipe right?
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Summit Financial Advisors
Financial Planning in Uncertain Times
Investing, Financial Planning, Protecting Your Finances, SFA
As you navigate your finances in the coming months, be aware of the resources available to you through Summit. Summit members qualify for a complimentary no-cost, no-obligation consultation with a Summit Financial Advisor.
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Debt relief tips
What to Do If You Can’t Pay a Bill
Debt Relief, Financial Freedom, Money Tips
Here are some tips on how to prioritize your debts and bills, negotiate with creditors and get your late payments back on solid ground.
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Person watching webinar on laptop with coffee
Managing Financial Stress
Webinar, Money Tips, Budget
Learn practical steps to address financial anxiety, like how to develop a savings and spending plan that includes debt reduction, ways to improve communication with your family about common goals and tips on how to increase your cash flow to reduce stress.
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