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Investments Have you considered investing? If you're already really good at saving, the next smart step is to put your money somewhere it can really grow. Yep, that... Provided by What is a rollover and why should I consider it? A rollover is a transfer of your money from one retirement account to another, preserving... Provided by Summit Financial Advisors Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy... Whether you’re looking to save, spend or invest, Summit financial coaches are here to help. See what you could accomplish with a little extra support from... There’s no time like the present to start financial planning for your future. Give yourself peace of mind with these financing tips for saving and investing... September is National Life Insurance Awareness Month – a good time to think about the value and importance of insuring yourself...
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA