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Blog & Tools
Between you and your money, you can make it happen. We can help.
Money Smarts
Project Money Update
Project Money: Planning for Future Financial Goals
Project Money, Money Smarts, Financial Freedom
After months of hard work, our teams are starting to think about their future financial goals and how to make them happen. Check out their tips and tricks!
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President & CEO Kim Sponem answers financial questions.
Ask Kim: When to Invest
Money Smarts, Financial Freedom, Ask Kim
Investing can be tricky – even for the experts. So, how’s an ordinary person supposed to make sense of it? Good question. Luckily, our President & CEO Kim Sponem is here to help answer it with these tips to demystify investment options.
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Summit Credit Union Red SHOES
5-step Plan to Save $1,000
Red Shoes, Worth Saving For, Money Smarts
Money worries keeping you up at night? Here’s something that could get you on the path to sweeter dreams. And it’s a goal that could actually make a difference. Having $1,000 set aside could go a long way toward covering an unexpected expense and keep you from running up an expensive credit card bill (or, gulp, using a payday lender), having to borrow from family or friends or selling something to get out from under.
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Summit Financial Advisors
An Estate Planning Checklist
Estate Planning, Money Smarts, SFA
What to check (and double-check).
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove worth the expense.
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Project Money Update
Project Money: Small Changes, Big Impact
Project Money, Money Smarts
Our Project Money teams are learning a lot about managing their finances. Money management is a daily challenge. Check out these tips to see how small changes can have a big impact on your financial goals.
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Project Money Update
Project Money Teams Share Simple Ways to Save
Project Money, Money Smarts
Our Project Money teams are learning a lot about managing their finances. Check out their tips and tricks to keep costs down.
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