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Blog & Tools
Between you and your money, you can make it happen. We can help.
Student Loan Calculations
4 Savvy Steps to Repaying Student Loans
Student, Loans, Financial Freedom
Whether you’re kickstarting your college career or proudly holding your diploma, financing college is a major undertaking that requires careful planning and preparation. As an increasing percentage of college students rely on loans to fund higher education, it’s important to know how to handle your student debt.
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Kenzi Enright | Females & Finances Feature
Females & Finances: Kenzi Enright
Females and Finances, Money Tips, Working It
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. This month, get to know Kenzi Enright, community director of Milwaukee-based coworking space, Ward4.
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piggy bank decorative image
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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