Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Budget
August 1, 2018
Is “your baby” about to leave home? Whether that has you mooning over their old first day of school photos or plotting how to repurpose their bedroom (or, maybe, both) there’s one topic you need to tackle now: smart spending.
June 6, 2018
It’s no secret that a wedding is one of the most expensive moments in our lives. According to The Knot 2017 Real Wedding Study, the average cost of a wedding in the United States last year was over $33,000. While it may seem impossible to stay on budget as you plan for your special day, trust us when we say you can still have an amazing event on a smaller budget! Here’s some down-to-earth tips to help you stick to your wedding budget.
May 30, 2018
Feel like you’re living paycheck to paycheck? Find that you’re using a credit card to pay for things more often than you’d like? This session can help you get back on track. Learn how to make choices that fit the lifestyle you want to live and establish new habits that will set you up for money management success.
May 30, 2018
What if you know how much money you were spending and saving—not just once in a while, but every day? Lucky for you, Summit has Money Minder, the online tool will help you do all that and more. In this session, learn how to utilize Money Minder to keep track of finances, create budgets, monitor expenses, set goals and get transaction alerts to remind you of upcoming bills. You’ll leave with the confidence to own your money management with this online tool that puts you in control.
May 30, 2018
Ready to Be a Homeowner? What you need to know first. Is home ownership right for you? This session will cover everything from how to weigh the pros and cons of home ownership to how much house you can really afford, down payment options and available loan programs.
May 21, 2018
Summer celebrations don’t have to break the bank. Our four-step plan means affordable Memorial Day fun.
Summer’s here, hooray! After months of cold and unexpected snow, it’s time to kick back and enjoy. And what better way than with some fun Memorial Day activities?
Summer’s here, hooray! After months of cold and unexpected snow, it’s time to kick back and enjoy. And what better way than with some fun Memorial Day activities?