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Money Tips
winter proof your home
WINTER-PROOF YOUR HOME: HEAT UP YOUR WINTER AND COOL DOWN YOUR COSTS
Homes, Worth Saving For, Money Tips
As our wise state founders once said, you can never be too prepared for the winters of Wisconsin. Nah, we don’t think they actually said that, but it’s very true. To help keep the heat (and your wallet) going, we’ve compiled some ways to winter-proof your home on a budget both outside and in. Keep reading and stay warm!
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red shoes
RED SHOES: BUYING A CAR FOR THE KIDS?
Auto, Financial Freedom, Money Tips, Red Shoes
Welcome to the wonderful world of being a parent whose child can drive!

Is now the right time to add another car at your house? Here are some things to think about as you navigate that decision and help your teen manage the responsibilities that go with it.

Step 1. Weigh the pros and cons of buying another car.
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Wendy Baumann
FEMALES IN FINANCE: WENDY BAUMANN
Females in Finance, Money Tips, Working It
For this month's Females in Finance series, we’re featuring Wendy Baumann from the Wisconsin Women’s Business Initiative Corporation. Wendy has been president of the WWBIC for over 23 years (wow!), helping women across the state realize their goals. Read on for some lovely insight into her upbringing, family and professional career. Way to Own It, Wendy!
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summit financial advisors blog
WAYS TO SAVE FOR COLLEGE
Investment, Money Tips, Worth Saving For, Kids
How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of obtaining a four-year degree at a public university will surpass $200,000. Staggering? Indeed, but college is plenty expensive already. In 2012, tuition averaged $15,100 a year at public colleges and $32,900 a year at private colleges.1
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See America and save
SEE AMERICA AND MONUMENTAL SAVINGS
Financial Freedom, Travel, Money Tips
As you begin to map out your summer plans, you’re likely to be unpleasantly surprised by how much the prices of typical summer entertainment like ball games and water parks have skyrocketed – and that’s without counting overpriced concessions (c’mon, how good could that $12 hot dog be?). But rest assured!
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Trusts 101
TRUST 101: EVERYTHING YOU NEED TO KNOW TO OPEN A TRUST
Family, Financial Freedom, Money Tips
 

Ever wanted to create a trust fund but just didn’t quite know enough of the nitty-gritty to take the leap? Well, we have your back! Below, we’ll break down key elements of trust funds, different trust types and common uses and what you should bring to your bank to open one. So sit back and give your family some extra trust as you set them up for the future.
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