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Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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Summit Financial Advisors
YOUR YEAR-END FINANCIAL CHECKLIST
Financial Planning, Protecting Your Finances, SFA
Seven aspects of your financial life to review as the year draws to a close. Find out what you should check off your list.
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Summit Financial Advisors
Wealth Management Isn’t Just for the Wealthy
Financial Freedom, Protecting Your Finances, SFA
If you think you need a huge savings account or be close to retirement to work with the financial advisors located here at the credit union –  you’re mistaken.  It’s never too early to start planning your financial future. No matter your age or income level, our financial advisors will work with you to create a plan to help you meet your goals.
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Talking about estate planning and wealth transfer
4 Steps to Help With Estate Planning
Money Smarts, Financial Freedom, Protecting Your Finances
Everyone wants their family to be taken care of after they’re gone, but it can be tough to approach the subject with a loved one. Here’s how to get started.
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Business Banking
Financial Planning Tips for Small Businesses
Business, Small Business, Protecting Your Finances
Financing a small business can be tricky, even if you’ve been at it for a while. Along with day-to-day cash flow management, there are short-term challenges and long-term goals that demand your attention. So as a busier-than-ever business boss, how can you stay on top of your everyday duties while also taking steps toward your future goals?  
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Red SHOES Financial Wellness Program
Don't Forget to Add Finances to Your Spring Cleaning List
Red Shoes, Insurance, Retirement, Protecting Your Finances
Spring is here-ish and it’s time to open the windows and tackle our springtime to-do lists. And as long as you’re on a roll, why not turn a little of that energy to your finances? After all, you just had to dig out all your paperwork to deal with your taxes. Instead of just shoving it back into the box or filing cabinet, why not give it a good spring cleaning too? 
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