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Blog & Tools
Between you and your money, you can make it happen. We can help.
Blog
Talking about estate planning and wealth transfer
4 Steps to Help With Estate Planning
Money Smarts, Financial Freedom, Protecting Your Finances
Everyone wants their family to be taken care of after they’re gone, but it can be tough to approach the subject with a loved one. Here’s how to get started.
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Summit Credit Union Red SHOES
Smart ways to make home improvements
Red Shoes, Home Improvement, Home Equity
Home equity loan or line of credit — which one’s right for your remodeling project?
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Sarah Mullins | Females & Finances
Females & Finances: Sarah Mullins
Females and Finances, Small Business, Money Tips
Women are increasingly taking leadership in matters of money. Learn how inspirational women in our community manage their finances and define their own paths. This month, learn how Sarah Mullins paired her dreams of entrepreneurship with some savvy financial insights to create her thriving vintage retail company.
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Summit Financial Advisors
Avoid These Life Insurance Missteps
SFA, Insurance, Money Smarts
Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps.Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps.
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Project Money Update
Finding Balance: Project Money Teams Navigate Spending and Saving
Project Money, Money Smarts
Financial well-being is a balance of spending, saving and giving. Find out how our Project Money 10 teams are making it happen in their daily lives. There will be times in your life when you need to spend a little more and other times where you can cut back – and that’s OK. See how our Project Money teams worked with their financial coaches to navigate these money moments with confidence.
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First-time Homebuyers Step-by-Step Guide
Your Home is Out There
Shopping, Homes, Worth Saving For, Infographic
At first glance, the path to home ownership can seem pretty daunting. But with Summit's help, you can follow our step-by-step guide to buy your first home with ease and confidence. From preapproval to moving day, we've got the resources you need for each stage of the homebuying process — including mortgage loan officers to guide you along the way. Together, we'll help you stop daydreaming about your new house and start celebrating your new home.
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