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Family
Collage of images featuring three pictures of dogs and one picture of a kitten.
How to Manage Pet Care Costs & Expenses
Budgeting Tips, Money Smarts, Family
Caring for your furry friends can add up! Learn how to manage the costs of owning a pet & unwanted expenses without compromising on quality for your animal.
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Man and woman sitting in kitchen embracing fondly while reviewing paperwork together.
Checklist to Help You Save Money & Financially Plan for a Baby
Family, Saving Tips, Financial Planning
As you prepare for this new chapter of your life as a parent, make sure you are saving to cover the costs of having a baby with our financial planning checklist.
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Summit Financial Advisors
Why Women Need Life Insurance
Financial Planning, Protecting Your Finances, SFA, Family
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, outstanding debts, estate taxes, and the uninsured expenses of a final illness.
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Summit Financial Advisors
Teaching Your Child about Money
Family, Financial Education, SFA
Ask your five-year old where money comes from, and the answer you'll probably get is "From a machine!" Even though children don't always understand where money really comes from, they realize at a young age that they can use it to buy the things they want. So as soon as your child becomes interested in money, start teaching him or her how to handle it wisely. The simple lessons you teach today will give your child a solid foundation for making a lifetime of financial decisions.
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young family saving money
How to Save Money While Raising a Family
Money Tips, Financial Freedom, Family
You know saving money is essential to create the life you want for you and your family, but between shuttling kids and managing meals, it can be tough to find the time to think about a savings strategy, let alone act on it.
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Summit Credit Union Red SHOES
5 steps to a better family holiday budget
Holiday, Budget, Family
Want to get your family on the same page with holiday spending? Set expectations now!

Have your loved ones been dropping gift ideas into their Amazon wishlist since August? Or helpfully leaving earmarked copies of catalogs and store flyers where you’ll be sure to see them? If you’re beginning to feel your family’s idea of a perfect holiday might not match up with your determination to keep your budget in check, it’s time to sit down and have “The Talk.”
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