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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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Let's Talk Credit Unions | The Credit Union Difference
Credit Union Difference
Infographic
Banks and credit unions both offer ways to spend, save and finance, but there’s a lot of great things that set credit unions apart. Learn how we’re different from banks, and how together we can save better and plan smarter.
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Summit Credit Union Red SHOES
Stop Sweating Your Next Utility Bill
Red Shoes, Bills, Saving
Remember when it seemed like we only had 90+ degree days in August? Considering how many we already had in June, you might be a little nervous about getting through the rest of this summer with your utility budget intact. Here are some tips that can help lower your bill without turning your family into a sweaty puddle.
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Money Smarts with Kim
Ask Kim: Things to Consider Before Consolidating Student Loans
Ask Kim, Money Smarts, Financial Freedom, Student
Consolidating your student loans could streamline your finances, reduce your payments and improve cash flow. Check out these tips and see if consolidation is the right strategy for your situation.
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