Make a Payment Rates About Careers Contact Locations

Reassurance

July 26, 2023 Over the past few months, I have been getting emails for deferred compensation through my job. I finally decided to stop ignoring them and open the email, which prompted me to get curious with my retirement funds. I knew I had rolled over an account with a financial advisor from Summit from a past employer a few years ago, and I knew I had some funds in an account from an employer I left last August. Now I’m being emailed to start up another account. I learned my lesson at the beginning of Project Money with having money all over the place, and I knew it would be easier long term to have any money for retirement in one place for easier access later in life. That pushed me to meet with a financial advisor through Summit and another one through my employer to get educated on retirement accounts and how to proceed with both what I have and what I want. I know I’m young now, but time moves quick. I know I can only do so much with my financial situation now, but I can be proactive for the future. I feel like I’m all over the place with my money, but the financial advisor reassured me that I am doing well and better than most in their 20s. I feel more confident in my finances and my choices this week than I did last week, and I’m confident that I will reach any goals that I set for this project. You might also be interested in If it’s not one thing, it’s another. There are weeks when I feel extremely confident, and then there are weeks when I feel like my money is being spent... The more the project continues, the more I grow a greater appreciation for accountability partners. They are people who are there to support you and have... Nothing major is happening right now. Everything over here is running smoothly. Work is going well, kids are enjoying school, and our fall/winter activities... Last weekend, I took a last-minute getaway to Vegas and made a long weekend out of it. This was needed because lately I felt as if I wasn’t doing much... It’s official – student loan repayments have begun. A couple weeks ago, I talked about student loan payments and the options I was exploring. I got an... My coach, Megan, gave me feedback from my post last week and reminded me change is the hardest part – that’s what most people are scared of, and I’ve overcame... This past week, I recorded my second interview for WKOW. This time around, I felt more comfortable and more confident in what I was saying and what I am... The time has finally come for student loans to begin repayment. I never had to repay federal loans or really think about my options. COVID hit and quarantine... I met with my coach, Megan, last Monday and felt reassured that she agrees my small accomplishments are in fact wins and that I should feel proud no matter...
Featured Products Certificates Checking Accounts Home Equity Loans Home Loans Business Banking Certificates Checking Accounts Home Equity Loans Home Loans Business Banking Financial Education Upcoming Events Programs Tools & Calculators On-demand Webinars Podcasts Upcoming Events Programs Tools & Calculators On-demand Webinars Podcasts About Equity in Money™ About Summit Careers News Community Giving Equity in Money™ About Summit Careers News Community Giving Help & Support Contact Us Member Support Center Schedule an Appointment Find a Branch Contact Us Member Support Center Schedule an Appointment Find a Branch
Please read the following before proceeding to: The website you are about to visit is solely the responsibility of the merchant or other party providing the site. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site. The Credit Union is not responsible for any such third-party content. Any transactions that you enter into with a vendor, merchant or other party that you access through this third-party site are solely between you and that vendor, merchant or other party. The Credit Union does not endorse the content contained in this third-party site, nor the organization publishing the site, and hereby disclaims any responsibility for such content. The Credit Union Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of the third-party site.
NCUA Insurance Estimator Privacy, Security & Accessibility Rates Terms and Fees Routing Number
* 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