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Summit Financial Advisors
Why Women Need Life Insurance
Financial Planning, Protecting Your Finances, SFA, Family
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, outstanding debts, estate taxes, and the uninsured expenses of a final illness.
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Tips & Advice for Your First Time Buying a Home
Mortgages, Financial Freedom, Money Smarts
Buying your first home can be intimidating, so we asked real people to share their new homeowner tips. Find out their strategies to ace the homebuying process.
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5 Money Moves to Make in the First 5 Years After Graduation
Student Loans, Money Smarts, Financial Freedom
You did it. You graduated. You tossed your cap and drank champagne, and now it’s time to...adult. Yikes. Here are some money tips to help guide you through the transition.
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Money Smarts Podcast from Summit Credit Union
Podcast: How to Train Teens for Financial Independence
Podcast, Financial Freedom, Goals
In this episode of Money Smarts, a podcast of Summit Credit Union, we're discussing tips you can use to prepare your teen for financial independence. By creating solid money habits at a young age, you can set your kids up for a successful financial future.
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1 Week Challenge: How to Save More Money & Own Your Life
Money Smarts, Budgeting Tips, Goals
Wondering how to improve your finances? Take our one-week money saving challenge and be on your way to a brighter financial future. #MoneySmartsChallenge
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Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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