Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Blog
Provided by Summit Financial Advisors
Save early, save often – sounds easy, feels hard. But building up your savings account is essential to unlocking your financial freedom. Find out what you should…and shouldn’t be doing to gain control of your money with these effective saving tips:
Strengthen your credit and learn about the new changes happening to your score. Here’s everything you need to know.
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.
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?
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?