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Blog & Tools
Between you and your money, you can make it happen. We can help.
Holiday gift ideas on a budget
3 Budget-Friendly Holiday Gift Ideas
Holidays, Money Tips, Financial Freedom
They say the holidays are the most wonderful time of the year, but they can also be among the most expensive. Stay on top of your holiday spending this year with these tips for giving thoughtful gifts your friends will appreciate just as much as — or more than — something pricier.

Not sure how much you should be spending this year? Read on.
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Corinn Ploessl
Females & Finances: Corinn Ploessl
Females and Finances, Money Tips
In our Females & Finances series, inspirational women leaders from Madison and Milwaukee share their words of wisdom for women who are trying to manage their finances and own it in their everyday lives. This month, check out Corinn Ploessl’s story, and see how she leveraged her networking connections to find a career she’s truly passionate about.
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Summit Financial Advisors
Getting Your Personal Finances in Shape for 2019
Financial Planning, Money Tips, SFA
You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments.
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Project Money Update
Project Money: Planning for Future Financial Goals
Project Money, Money Smarts, Financial Freedom
After months of hard work, our teams are starting to think about their future financial goals and how to make them happen. Check out their tips and tricks!
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Summit Credit Union Red SHOES
4 Tips to Stay on Top of Holiday Spending
Red Shoes, Holidays, Budget
The holidays can be such a magical season! Time with family and friends. Celebrating old traditions and making new memories. Taste testing each and every one of the options at your friend’s cookie exchange (ok, maybe that’s just us!).
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President & CEO Kim Sponem answers financial questions.
Ask Kim: When to Invest
Money Smarts, Financial Freedom, Ask Kim
Investing can be tricky – even for the experts. So, how’s an ordinary person supposed to make sense of it? Good question. Luckily, our President & CEO Kim Sponem is here to help answer it with these tips to demystify investment options.
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