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.
Financial Freedom
May 2, 2018
Everyone has money questions. Some people wonder about how they can save more money, while others are facing major life changes, like starting a family or preparing for retirement, and looking for advice. While every situation is unique, there are general rules of thumb you can use to help steer you in the right direction.
April 20, 2018
Hello, savvy savers! Ahead of Project Money season 10, we went back and looked at some of our favorite tips from last year’s Project Money coaches. Take a few minutes to read up on some wisdom and key tips to keep your goals on track this spring. :)
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.
April 12, 2018
So, you’ve got plans, but you’re not sure where to start? You’re not alone. Make your financial goals mean something with these tips from our very own President & CEO Kim Sponem. In a recent article in the Milwaukee Journal Sentinel, she said to be specific about your goals. We asked Kim to give examples of specific financial goals people can set.
April 4, 2018
As you work on getting your house and yard ready for spring, take the time to do the same with your finances. Now is as good a time as any to organize your records, throw away old paperwork and take a look at your finances to see how you can improve in 2018. Read on for four home organization tips to help you live your best financial life.
March 21, 2018
Ever wonder the secrets to our Project Money winner’s success? Well you’re in luck. Every year, we take some time to dive into our latest Project Money winner and what they did then helped them bring home the title. This year, it’s Jenniffer Price!