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Summit Credit Union’s Financial Resources

September 25, 2024 Since I have been working with my Project Money financial coach, I have found some of Summit Credit Union’s resources very helpful. On Summit’s website, you can find programs like Red SHOES™ or Project Teen Money and resources like financial education, money smarts blogs, calculators, worksheets or podcasts. Also, you can find live learning events, webinars and more.I found the blogs useful because you can read and learn about various financial topics. I can find many financial worksheets and download them to help me manage my budget, keep my finances organized and plan for other financial goals.Another great resource is the on-demand webinars. You can learn more about credit reports, increasing your savings, buying a home, home equity, budgeting, teaching your kids about money, mindful spending and many other financial topics.The worksheets are great resources. I can find worksheets for life planning, estate planning, holiday budgeting, car-buying, budgeting for college and student life and more. There are also expense worksheets and budget worksheets. I can also download them in Spanish.Also, Summit Credit Union has financial advisors who will work with you and help you manage your investment accounts and retirement funds and help plan for any other financial life events.Project Money is teaching me a lot about how to manage my finances and achieve my financial goals, and I know that when I finish the program, Summit Credit Union will provide resources and support for my financial success. You might also be interested in I am committed to continuously learning about financial strategies, and developing good money habits is essential for long-term financial success. Here... Here are some steps I can take to prepare: 1. Review of my financial goals. I am reflecting on my financial goals for the past year. What did I achieve... It has been challenging to save after the holidays or recuperate the money spent on gifts, hosting parties or traveling. I am trying a few strategic plans... Developing sustainable money habits is essential for managing my finances to ensure financial freedom. Here are some strategies that helped me maintain... This is the holiday season. For me, it is time to visit my family, take a little vacation and relax after a year of working. But it is stressful to think... Reflecting on my financial journey since the beginning of the year, I realize it was full of surprises, challenges and learning experiences about finances... Every holiday season, I travel to my country, Colombia, to visit my family, and I also travel for my birthday during Thanksgiving. At the beginning, I... Keeping up with my financial goals takes time, discipline and ongoing commitment. Here’s how I am building my path toward a more secure financial future... After I started looking closely into my finances, I could analyze my strengths, weaknesses, threats and opportunities by organizing my money based on my...
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