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Blog & Tools
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Money Tips
Money Smarts with Kim
Kim's Tips for Setting Smart Goals
Financial Freedom, Money Tips
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.
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Clean desk
Spring Cleaning: Financial Organization Tips for the Home
Money Tips, Financial Freedom
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.
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Melanie Ruelas
Females & Finances: Melanie Ruelas
Females and Finances, Money Tips
In our Females & Finances series, inspirational women leaders from Madison and Milwaukee share their words of wisdom for women who are trying to manage their finances and own it in their everyday lives. This month, hear from Summit Financial Coach Melanie Ruelas.
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Project Money March Update
2017 Project Money Winner: Jenniffer Price
Financial Freedom, Money Tips, Project Money
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!
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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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Women working on her laptop at a desk
3 Financial Planning Tips for Young Adults
Financial Freedom, Money Tips, Retirement
There’s no time like the present to start financial planning for your future. Give yourself peace of mind with these financing tips for saving and investing and learn how to start saving money now.
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