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Family
red shoes
DON’T LET KIDS’ ACTIVITIES BREAK THE BANK! OWN EXTRACURRICULAR SPENDING TODAY!
Family, Kids, Red Shoes
You’ve color-coded each child’s activities on the family calendar. Arranged to get your kids to piano lessons every Tuesday. And coordinated the soccer snack schedule with notes on every kids’ food allergies. But there might be one thing you haven’t tackled yet: Figuring out how to pay for all those great activities without a second mortgage.
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Trusts 101
TRUST 101: EVERYTHING YOU NEED TO KNOW TO OPEN A TRUST
Family, Financial Freedom, Money Tips
 

Ever wanted to create a trust fund but just didn’t quite know enough of the nitty-gritty to take the leap? Well, we have your back! Below, we’ll break down key elements of trust funds, different trust types and common uses and what you should bring to your bank to open one. So sit back and give your family some extra trust as you set them up for the future.
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summit financial advisors blog
SAVING FOR RETIREMENT AND A CHILD'S EDUCATION AT THE SAME TIME
Family, Kids, Worth Saving For, Retirement, Investment
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be able to reach both goals if you make some smart choices now.

Know what your financial needs are
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3 tips for a happy money marriage
THREE TIPS FOR A HAPPY-MONEY MARRIAGE
Family, Marriage, Relationships
Three Tips for a Happy-Money Marriage
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red shoes
READY TO STOP LIVING PAYCHECK TO PAYCHECK? TWO STEPS YOU CAN TAKE NOW.
Family, Financial Freedom, Money Tips
The dollars in your account are ticking down, down, down. And you’re not sure you can stretch your paycheck until payday. That is one bad feeling! But don’t let it make you feel bad about yourself! Because you are not alone. Every month there are 38 million households in the U.S. in your shoes.
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Five savings tips parents can learn from their kids
FIVE SAVINGS TIPS PARENTS CAN LEARN FROM THEIR KIDS
Family, Homes, Kids, Money Tips
Parents have plenty to teach their children about financial responsibility and wellness, but that doesn’t mean the grown-ups can’t learn a trick or two from the kids.  After all, understanding kids’ relationship with money can be a real education. Check out our five saving tips for some pint-sized practical advice:
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