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Join our participants as they reduce debt and increase savings with the help of Summit financial coaches.

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Across the Line
Evan and Robin
As the year comes to a close, so does Season 14 of Project Money. In preparation for writing our final blog post we reflected over what has occurred over the last 6 months and the strides our family has made.

Below, in no particular order, are a few of the highlights from our journey:
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Extended Car Warranty, Resource or Rip-off?
Evan and Robin
In the last week we had to take Robin’s car, a 2019 VW Atlas, in for a couple of recall notices we had received. Nothing completely out of the ordinary and wouldn’t have any out-of-pocket costs – so it wasn’t something that we had put much thought or effort into – outside of scheduling the appointment. Unfortunately, what we anticipated being a ~1 hour visit ended up being 5+ hours and spurred a larger discussion.
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Investing In Your Employer?
Evan and Robin
One of the topics we had mentioned in our posts from earlier this year was an employee stock purchase plan offered by Robin’s employer. We have never participated in any stock purchase plans before through our employers but being a bit more vigilant as part of Project Money, we decided to give the program further consideration.
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Micro Investing
Evan and Robin
Being part of Project Money has pushed our family to take a more active role in managing our finances, necessitating weekly conversations that have spurred growth from both educational and fiscal perspectives. One of the topics we had discussed was micro investing, investing small sums of money in fractional shares of stock or ETFs.
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Countdown to Christmas
Evan and Robin
With Thanksgiving behind us, the countdown to Christmas has “officially” begin. This year, as part of our Project Money journey, we have been planning to approach things a bit differently when it comes to our holiday budgeting.
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Winter Has Arrived
Evan and Robin
I had been putting this off for a few weeks/months now, optimistic that Fall might stretch on a little bit longer – but this past week’s winter weather brought with it a reality check, it’s time to replace the tires on my vehicle.

I’ve just started to research pricing at local tire shops and trying to narrow down which tire choices will be the best value – both in related to cost and performance in wet/winter weather. I’ve also been checking some of the retail stores, Costco in particular.
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