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Between you and your money, you can make it happen. We can help.
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Increase your monthly savings
Simple Ways to Increase Your Savings Every Month
Money Smarts, Financial Freedom, Saving
While we could all benefit from having a nice cushion of savings, it can be difficult to know where to start. Take it one step at a time with these tips to help keep more of your money in the bank (or, ahem, credit union!).
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Summit Credit Union Red SHOES
6 tips to help kids navigate college spending
Red Shoes, College, Budget
Is “your baby” about to leave home? Whether that has you mooning over their old first day of school photos or plotting how to repurpose their bedroom (or, maybe, both) there’s one topic you need to tackle now: smart spending.
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Amber Miller
Females & Finances: Amber Miller
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, meet Amber Miller, project director of the Wisconsin Women’s Business Initiative Corporation (WWBIC), whose perseverance and hard work helped her get to the top, while empowering other women to do the same.
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summit financial advisors blog
Job Change? Don't Ignore Your Retirement Plan Dollars
SFA, Retirement, Job Seeking
A Message from Summit Financial Advisors

It is probably one of your biggest assets. Don’t ignore it. People change jobs all the time, but many forget some important details – like their retirement plan money and leave it in their old employer’s sponsored pension or 401(k) plan. Could this be you?
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home and heart
HOMEBUYING: MUST-KNOW TIPS AND MUST-HAVE TOOLS
Shopping, Homes, Worth Saving For, Infographic
As you get ready to buy a home, you’re faced with so many exciting possibilities. But with those possibilities come a lot of “what ifs.” That’s what we’re here for! From mortgage loan officers who are ready to answer all your questions to informative homebuying events and a handy app, we’ve got the resources you need every step of the way. Together, we’ll make sure you get the right home for you.
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Project Money Update
Project Money Teams Dig Into Meal Prepping
Project Money, Money Smarts
Celebrating its 10th season, Project Money is a chance for four teams to take control of their finances and improve their daily lives. Throughout the program, the teams work directly with a Summit financial coach who provides personalized strategies to help change their habits. One month in, it’s clear that food is a big theme for the Project Money 10 families.
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