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Blog & Tools
Between you and your money, you can make it happen. We can help.
Blog
Volunteering and Ways to Give Back
Ways to Give Back During the Holidays
Giving Back, Financial Freedom, Money Tips
‘Tis the season of giving! Giving back doesn’t have to hurt your wallet. Find out how you can make a difference in your community this holiday season.
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Summit Credit Union Red SHOES
5-step Plan to Save $1,000
Red Shoes, Worth Saving For, Money Smarts
Money worries keeping you up at night? Here’s something that could get you on the path to sweeter dreams. And it’s a goal that could actually make a difference. Having $1,000 set aside could go a long way toward covering an unexpected expense and keep you from running up an expensive credit card bill (or, gulp, using a payday lender), having to borrow from family or friends or selling something to get out from under.
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Summit Financial Advisors
An Estate Planning Checklist
Estate Planning, Money Smarts, SFA
What to check (and double-check).
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove worth the expense.
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Jodi Everts | Love Madison Weddings
Females & Finances: Jodi Everts
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, dive into Jodi Everts’ financial journey and discover how she went from working in an advertising agency to owning an online wedding planning resource
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Summit Credit Union Red SHOES
One Easy Hack to Get On Top of Your Budget
Red Shoes, Budget, Money Tracker
Have you been looking at budgeting all wrong? We’ve got just the thing to help you embrace it. Do you tend to feel a little crabby when you hear the word “budget?” Like it’s this painful thing you’ll have to do temporarily until you can dig out from under some financial problem? We’ve got something that will make it easy, rewarding and maybe even a little fun
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How to use a digital wallet
How to Make the Most of your Digital Wallet
Digital Wallet, Money Tips, Financial Freedom
Never heard of a “digital wallet”? No biggie. Also called an e-wallet, digital wallets include apps like Apple Pay, Google Pay and Samsung Pay, and can be used to make payments right on your phone or smartwatch. Plus, they can even be safer and more secure than traditional debit and credit cards. Ready to swipe right on your digital wallet? Here’s what you need to know.
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