summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock
Blog & Tools
Between you and your money, you can make it happen. We can help.
Family
Summit Credit Union Red SHOES
Looking for the right time to talk finances with your parents?
Red Shoes, Family
Watching your parents get older is hard and it’s easy to put off having big talks about issues like their finances and end-of-life preferences. But if you don’t have those talks, you won't know how they’d like things handled and, frankly, you might not be able to help without a lot of legal hassles.
Read More 
Summit Credit Union Red SHOES
It’s never too early to be ready for the unexpected.
Red Shoes, Health, Family, Protecting Your Finances
You want to take care of the people you love. One of the most important ways you can do that? By taking the time to deal with end-of-life issues. We know: It’s not a topic that most of us want to think about. But we’ve all heard stories of someone getting sick or dying without planning ahead and what their family had to go through.
Read More 
Summit Credit Union Red SHOES
Holidays ahead! Get through them without stress with these four steps.
Red Shoes, Family, Celebrating
Remember how exciting the holidays were when you were a kid? It always felt like there was a little bit of magic in the air as you made cookies, decorated the house and hid presents in the closet.
Read More 
money smarts with kim
Q&A: Family Financial Planning
Family, Saving, Spending, Living
Have a family or thinking of starting one soon? Check out some advice from our very own CEO and President, Kim Sponem on spending and saving with the family in mind.
Read More 
summit financial advisors blog
Investing as a Couple: Getting to Yes
SFA, Family
Provided by Summit Financial Advisors
Read More 
summit financial advisors blog
The ABCs of 529 Plans
SFA, Family, Student
If you're already saving for college, you've probably heard about 529 plans. 529 plans are revolutionizing the way parents and grandparents save for college, similar to the way 401(k) plans revolutionized retirement savings. Americans are pouring billions of dollars into 529 plans, and contributions are expected to increase dramatically in the coming decade. Where did these plans come from, and what makes them so attractive?
Read More