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
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?
April 20, 2018
Provided by Summit Financial Advisors.
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
February 7, 2018
As much as we all want to show the people in our lives how much we care, traditional Valentine’s Day gifts and their accompanying festivities can add up fast. So how do you rein in the spending without also reining in the romance?
March 22, 2017
Our Females and Finances feature this month is Emily Merk, whose current role at Summit includes the training and development of lenders. Throughout her career, Emily has held many positions with us, from teller to financial advisor to a Project Teen Money coach! Read on to learn how Emily has gotten to where she is today.