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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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Red SHOES Financial Wellness Program
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.
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Red SHOES Financial Wellness Program
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.
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Red SHOES Financial Wellness Program
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.
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