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Blog & Tools
Between you and your money, you can make it happen. We can help.
Blog
Guide to Mindful Spending Webinar
Personal and Business Finances
Webinar, Small Business, Entrepreneurship
Effective money management is critical to your entrepreneurial success. This session will guide you in organizing your money, separating your personal and business finances, opening business accounts, and setting yourself up to get the support and financing you need to grow. You’ll learn strategies to manage an irregular income and resources that can help you achieve personal and business success.
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Homebuying Webinar
My Money, My Business Money: Tips for Success
Webinar, Small Business, Entrepreneurship
Managing money between home and work can be hard and often uncertain. A panel of credit union and entrepreneurial experts discuss the connection between personal and business money. Learn what it takes personally to self-fund your business, and how you can work to get the money you need from outside sources to grow and thrive. We’ll cover tips for success including managing your money, knowing who to ask for help, common questions to ask, and resources available.
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Using Summit Money Minder Webinar
Getting to Yes: Planning and Funding Your Business
Webinar, Small Business, Entrepreneurship
Learn the nuts and bolts of a winning business plan, plus what financial institutions look for in a business and business plan during the loan application process.
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Summit Financial Advisors
401(k) Plan Rollovers: 5 Frequently Asked Questions
Retirement, Financial Planning, SFA
Provided by Summit Financial Advisors
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Summit Financial Advisors
How Much Life Insurance Do You Need?
SFA, Insurance
Provided by Summit Financial Advisors

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your children are grown. You should periodically review your needs to ensure that your life insurance coverage adequately reflects your life situation.
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Summit Financial Advisors
How Women Can Prepare For Retirement
SFA, Retirement
Provided by Summit Financial Advisors.

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it appears that a retirement of 20 years or longer might be in your future.
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