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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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How to talk about money in a relationship
Relationships & Money: Healthy Ways to Talk About Finances
Money Tips, Relationships, Financial Freedom
More than 25 percent of people in committed relationships admit they tend to avoid money talks. But whether you’ve been with your spouse for years or you and your partner are just starting to think about how your financial decisions affect one another, it’s empowering to talk about your money and financial goals. Ready to have the talk?
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Couple sitting on couch smiling at each other
Try something new for Valentine’s Day!
Red Shoes, Celebrating, Relationships
Happy Valentine’s Day! About to spend your lunch hour picking up a bouquet of roses or a fancy box of chocolates? We have an idea that might do a lot more to show your loved one how much you care.
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wedding day
How to Have a Successful Money Marriage
Marriage, Relationships, Money Tips
Money. It can be a complicated thing. Especially for couples (and certainly for recently or soon-to-be married couples). Since we’re in the middle of wedding season, we’ve put together a few tips to help you have a successful money marriage and cash in on communication, transparency and teamwork. Here we go!

Why so complicated?
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ways to give and save
Celebrating, Holidays, Kids, Relationships
Each Holiday season brings a chance to give back to our communities and those in need. While we all want to give back, we at Summit also get that you may not have the means to give in the way (or amount) that you’d like to.
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3 tips for a happy money marriage
Family, Marriage, Relationships
Three Tips for a Happy-Money Marriage
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