summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest LInkedIn-2C-128px-R instagram-rainbow social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock
Blog & Tools
Between you and your money, you can make it happen. We can help.
Protecting Your Finances
Summit Financial Advisors
End-of-the-Year Money Moves
Wealth Management, Protecting Your Finances, SFA
What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. Did you start a family? That’s practically a pirouette. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2021 begins.
Read More 
Summit Financial Advisors
Financial Planning in Uncertain Times
Investing, Financial Planning, Protecting Your Finances, SFA
As you navigate your finances in the coming months, be aware of the resources available to you through Summit. Summit members qualify for a complimentary no-cost, no-obligation consultation with a Summit Financial Advisor.
Read More 
Helping our communities, one person at a time.
Helping our communities, one person at a time.
Infographic, Protecting Your Finances, Financial Education
Even in these challenging times, there's  whole lot of good happening! At Summit, we've always believed financial success happens together and that's been truer than ever this past month. Here's what "together" has meant for our community.
Read More 
Young woman using debit card to shop online
How to Protect Yourself from Common Scams
Security, Protecting Your Finances, Online Banking
Some scams go right for your money; others try to get you to part with personal information – like account numbers, Social Security numbers, passwords, and personal identification numbers (PINs). Find out what you should look for and how to protect yourself.
Read More 
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.
Read More 
Summit Financial Advisors
Why Women Need Life Insurance
Financial Planning, Protecting Your Finances, SFA, Family
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration, outstanding debts, estate taxes, and the uninsured expenses of a final illness.
Read More