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Summit Financial Advisors
YOUR YEAR-END FINANCIAL CHECKLIST
Financial Planning, Protecting Your Finances, SFA
Seven aspects of your financial life to review as the year draws to a close. Find out what you should check off your list.
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Summit Credit Union Red SHOES
Five Tips for a More Meaningful Holiday
Red Shoes, Holidays
If your to-do list is growing at the same rate your holiday budget is shrinking, your kids have a bad case of the “gimmes” and you’re wishing you could be just sick enough to stay in bed endlessly re-watching A Christmas Prince, there’s still time to slow this holiday madness down.
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Sarah Van Dyke | Females & Finances with Summit Credit Union
Females & Finances: Sarah Van Dyke
Females and Finances, Money Tips, Small Business
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, see how Sarah Van Dyke found a way to bring more joy, color and inspiration to her life.
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Project Money Update
Project Money: Prioritizing What Matters Most in Life
Project Money, Money Smarts, Financial Freedom
The holidays are a time to reflect and appreciate the things that matter most, and our Project Money teams have been doing just that. Check out their tips to make their money work harder, so they can enjoy things like quality time with loved ones, special occasions and a greater sense of well-being.
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Reflecting on your finances
End of Year Reflection
Financial Freedom, Budgeting
New year, new you? Sounds great in theory, but it can be tough to make it happen. The truth is, there’s no simple solution that will magically change your life, but you can take small steps every day to work toward your goals – personally, professionally AND financially.

Wondering how to achieve your financial goals this year? Here are a few tips to get on track for the best year yet.
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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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