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Blog & Tools
Between you and your money, you can make it happen. We can help.
Money Tips
Summit Financial Advisors
Planning for Marriage: Financial Tips for Women
Relationships, Marriage, Money Tips
Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation.
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Red SHOES Financial Wellness Program
Gain Control of Your Health Care Costs
Health, Money Tips, Red Shoes
Does just thinking about health care costs give you a headache? We feel your pain! But don’t worry. We have a six-step, cost-management plan that could have you feeling better in no time.
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Files of tax information
Smart Things to Do With Your Tax Refund
Money Tips, Saving, Spending
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. However, it’s easy to get swept up in the excitement of the moment and spend it all right away without much thought.
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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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Red SHOES Financial Wellness Program
Itching to tackle your spring to-do list?
Money Tips, Red Shoes
Use our three-step budget hack to clean up your house and yard without cleaning out your accounts.
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Clean, organized bedroom with only a few items and minimal décor.
Minimalist Living: Spending Tips for a Balanced Financial Life
Money Tips, Financial Freedom, Budgeting
Minimalism, tidying, decluttering – whatever you want to call it – is the latest trend that’s focused on living your life with intention. Balancing spending and saving can be tricky. Find out how embracing a minimalist mindset can help you make better choices with your money.
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