summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock
Blog & Tools
Between you and your money, you can make it happen. We can help.
Files of tax information
Smart Things to Do With Your Tax Refund
Money Tips, Saving, Spending
It’s not every day that someone gives you hundreds, or maybe even thousands, of dollars for (seemingly) no reason. That’s what makes getting a tax return so exciting. However, it’s easy to get swept up in the excitement of the moment and spend it all right away without much thought.
Read More 
Summit Credit Union Red SHOES
Is now the right time to buy your first house – or upgrade to a new one? Don’t do anything until you do this.
Red Shoes, Saving
Spring is a great time for fresh starts and new beginnings. And what feels more fresh start-y than being on the hunt for a house?
Read More 
Women working on her laptop at a desk
3 Financial Planning Tips for Young Adults
Financial Freedom, Money Tips, Retirement
There’s no time like the present to start financial planning for your future. Give yourself peace of mind with these financing tips for saving and investing and learn how to start saving money now.
Read More 
KeNisha Ruff using a make up brush
Females & Finances: KéNisha Ruff
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. Know someone who has a great story to share? Send nominations to
Read More 
Summit Credit Union Red SHOES
Want to save more? Just put your mind to it!
Red Shoes, Saving
Most of us want to save more money. We know saving is key to making our long-term goals happen. And we have such good intentions.
Read More 
summit financial advisors blog
All about IRAs
SFA, Worth Saving For, Retirement
An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.

What types of IRAs are available?
Read More