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Learning From The Experts!

July 5, 2023 There are so many things I have learned since I have started this journey, some about finances in general and some about myself. With respect to the financial world, I had no idea that financial institutions had so many tools at our disposal to help us get through any financial situation that we are in. For example, the Climbr function for the Summit Credit Union online banking system is fantastic! This is the first time I have ever used it before, but it is cool. You can upload all the financial institutions that you bank with and have credit cards or loans with. It’s all there in one spot for you to see on a regular basis. From there, you can set budgets from different categories like home, travel, transportation and grocery. You can set any dollar amount that you would like to make as your goal or limit in that category. If you get close to your limit, the app will send you a notification warning of your spending! It’s phenomenal! It’s a real-time tool we have to keep our spending on track! Having had the opportunity to use this handy-dandy tool, I have realized that what I think I spend and what I actually spend are 2 totally different numbers! Lol, it’s something I need to improve upon.I have also learned that most financial institutions have people on their team that will help you reach your financial goals. My coach Takarra is one of the financial gurus I am lucky to have on my team for Project Money. I have learned so much from her in the short time that we have worked together. She has given me so much insight on things that I haven’t even thought of. I suppose that’s what they are here for, but regardless, I am incredibly grateful for the opportunity to work with her and for her expertise that she brings to me on this journey. I think we make a great team together just for the simple fact that we motivate each other to do more and be better. Once again, I am incredibly grateful for this opportunity that I have been given. I feel honored to be able to work with so many experts in the banking field and use all the tools that Summit Credit Union can offer. Thank you, Takarra and Summit Credit Union, for helping me on my financial journey to reduce debt and increase my savings. I feel like for the first time in a long time I am getting somewhere. You might also be interested in Costa Rica was amazing! It 100% lives up to its slogan, Pura Vida, which means “pure life.” Everyone we met, from our airport shuttle driver, Christian... I still can’t believe that I will be turning 40 in November. Forty years around the sun, as they say. I don’t feel like I look 40, and I don’t feel 40... I have been very fortunate to be invited to my sister and her boyfriend’s property in Costa Rica. It’s a family trip, as my two sisters Katie and Jayme... This month is pretty tight financially. Both my car insurance and camper insurance are due within the same month, so with every purchase I make, I really... Let’s talk saving money. I don’t mean saving money at the grocery store through couponing or using a calculator while shopping. Those are both great ways... Several months ago, I made the decision to invest in buying some items to make a garden at my home. I haven’t had an actual garden since I had my house... As the fall-like temps make their reappearance, I can’t help to think back about summer and how much time and effort I made into making my new seasonal... I got Willow this year in the middle of January. I wasn’t sure if I was ready for a pup, as it was only seven months after I had to put my Gunner down... Several months ago, I made the decision to invest in buying some items to make a garden at my home. I haven’t had an actual garden since I had my house...
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