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Blog & Tools
Between you and your money, you can make it happen. We can help.
Blog
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6 Tips to Be a Money Savvy Traveler
Travel, Money Tips
Whatever the reason or the season, planning your next vacation could be weighing on your mind. According to an article in LearnVe$t, an organization committed to providing resources to help consumers with money management, the average US traveler spent $1,246 per person in 2014 on summer vacation.
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summit financial advisors blog
Good Financial Steps to Take When You Get Married
Marriage, Money Tips, Worth Saving For
Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list.
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Project Money Update
Meet the 2018 Project Money Teams
Project Money
Project Money 2018 is officially here! After a stellar 2017 season, we are thrilled to celebrate the 10th season of Project Money with another batch of inspirational teams. From karaoke queens to thrift-shop hoppers, we’re bound to have a good time following along with their journey!
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Summit Credit Union Red SHOES
Want to own your health care costs?
Red Shoes, Health, Saving, Spending
Worries about health care costs keeping you up at night? A health savings plan could make a difference.

Health care can cost a lot of money. Find yourself stressing over it? You’re not alone. A recent study by the Commonwealth Fund found that being able to afford health care is one of consumers’ top four biggest financial concerns1.
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Empowering Women Through Financial Literacy
Empowering Women Through Financial Literacy
Financial Freedom
We believe that to build women’s financial literacy, we have to get comfortable talking about money. Discover how we empower women to take ownership of their finances.
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Money Smarts with Kim
Kim’s Top 3 Benefits of Choosing a Credit Union
Money Tips, Financial Freedom
Choosing a financial partner to help you manage your money is a big decision. The list of considerations can be, quite frankly, exhausting. But luckily our President and CEO Kim Sponem is here to help with some basic information to help you understand the benefits of joining a credit union versus a bank.
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