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Blog & Tools
Between you and your money, you can make it happen. We can help.
Money Smarts
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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Goal Plan Action letterboard
Creating a Financial Plan to Increase Your Savings
Saving, Webinar, Budget, Spending, Financial Freedom, Money Smarts
Create a financial plan by following these easy money saving tips. Start saving in a way that fits your lifestyle and will set you up for financial success.
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Professional young woman standing outside a sleek office building with phone and portfolio in hand.
Tips for Managing Money and Paying Off Student Debt After Graduation
Student Loans, Money Smarts, Financial Freedom, Paying Off Debt
Navigating finances after college is hard, but you can take it one lesson at a time. Get tips for managing money and paying off student debt after graduation. Navigating finances after college is hard, but you can take it one lesson at a time. Get tips for managing money and paying off student debt after graduation.
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Files of tax information
Smart Things to Do With Your Tax Refund
Tax Return, Tax Refund, Money Smarts
It’s not every day that someone gives you hundreds, or maybe even thousands, of dollars for (seemingly) no reason. That’s what makes getting a tax return so exciting. So before that much-anticipated check arrives, stop and consider what you should do with your tax refund, as well as what you want to do.
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How to Protect Yourself from New Scams Related to the Coronavirus (COVID-19)
Money Smarts
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Money Smarts Podcast
Podcast: Confessions of a Debt Collector
Podcast, Money Smarts, Credit, Debt Relief
In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking with a collections specialist to debunk common myths, understand how the process works and learn why it's so important to work with them. In the end, we want to be a money mentor and provide help.
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