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Between you and your money, you can make it happen. We can help.
Summit Credit Union Red SHOES
Getting revved up for a good spring cleaning? Channel some of that energy into cleaning up your finances!
Red Shoes, Insurance, Retirement, Protecting Your Finances
Spring is here-ish and it’s time to open the windows and tackle our springtime to-do lists. And as long as you’re on a roll, why not turn a little of that energy to your finances? After all, you just had to dig out all your paperwork to deal with your taxes. Instead of just shoving it back into the box or filing cabinet, why not give it a good spring cleaning too? 
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Clean desk
Spring Cleaning: Financial Organization Tips for the Home
Money Tips, Financial Freedom
As you work on getting your house and yard ready for spring, take the time to do the same with your finances. Now is as good a time as any to organize your records, throw away old paperwork and take a look at your finances to see how you can improve in 2018. Read on for four home organization tips to help you live your best financial life.
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summit financial advisors blog
How Can You Make Your Retirement Money Last?
SFA, Retirement, Invest
Provided by Summit Financial Advisors

All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts.
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Summit Credit Union Red SHOES
It’s never too early to be ready for the unexpected.
Red Shoes, Health, Family, Protecting Your Finances
You want to take care of the people you love. One of the most important ways you can do that? By taking the time to deal with end-of-life issues. We know: It’s not a topic that most of us want to think about. But we’ve all heard stories of someone getting sick or dying without planning ahead and what their family had to go through.
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Melanie Ruelas
Females & Finances: Melanie Ruelas
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. This month, hear from Summit Financial Coach Melanie Ruelas.
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Project Money March Update
2017 Project Money Winner: Jenniffer Price
Financial Freedom, Money Tips, Project Money
Ever wonder the secrets to our Project Money winner’s success? Well you’re in luck. Every year, we take some time to dive into our latest Project Money winner and what they did then helped them bring home the title. This year, it’s Jenniffer Price!
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