Q: Our daughter was just born. What should we be thinking about financially?

A: Your question around what to think about money-wise shows great parental wisdom. A good start is to envision what you hope she will feel in her own relationship with money in her lifetime. No one wants their kids to be fearful or ill-equipped to handle their money, but we need to envision what we do want for them if we want them to be successful. Picture your daughter responsibly handling money with comfort, contentment, enjoyment and confidence, and take actions to help her make that happen.

Investing can be tricky – even for the experts. So, how’s an ordinary person supposed to make sense of it? Good question. Luckily, our President & CEO Kim Sponem is here to help answer it with these tips to demystify investment options.

Yes, it’s possible to create the home of your dreams, and it may be easier than you think with a home equity loan. But how does it work? Get up to speed with these tips from our very own Kim Sponem.

Consolidating your student loans could streamline your finances, reduce your payments and improve cash flow. Check out these tips and see if consolidation is the right strategy for your situation.

Okay, savvy savers, this month, we’re featuring a Q&A from our very own CEO and President Kim Sponem! This month, Kim is talking about budgeting, providing her expertise and general know-how after leading Summit for nearly 20 years.

Keep reading to get some lessons from our leader to help you move forward on your path to owning it!