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 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.
Retirement
summit financial advisors blog
Good Retirement Savings Habits Before Age 40
SFA, Worth Saving For, Retirement
Provided by Summit Financial Advisors

Some early financial behaviors that may promote a comfortable future. 
Read More 
summit financial advisors blog
Don't Leave Your Retirement Plan Dollars Up in the Air
SFA, Retirement
A Message from Summit Financial Advisors

Changing jobs? Retiring? Don’t leave your retirement plan dollars up in the air.
Read More 
4 Mid-Year Money Resolutions
4 Mid-Year Money Resolutions
Financial Freedom, Worth Saving For, Retirement
We all do it. We promise ourselves this will be the year we spend less, save more and embrace our best selves, but sometimes…life has other plans, and that’s okay. But don’t worry. It’s not too late to get back on track to financial freedom and put this year in the win column.

Not sure where to start? We’ve got you covered with these mid-year resolutions for better money management.
Read More 
taking notes
Five Financial Tips for Millennials
Financial Freedom, Worth Saving For, Retirement
Each generation comes with its own unique challenges. For millennials, this often means a lower degree of financial literacy. Finances can be daunting and confusing, but there are several strategies that can make them more manageable. Below are five ways to help millennials take the leap to financial literacy and security.
Read More 
piggy bank decorative image
Navigating the 401(k)
Saving, Invest, Retirement
As soon as you graduate, it seems like everyone is constantly talking about the future. Especially when it comes to money. Where are you working? How much are you making? Have you started a savings plan yet? What about a 401(k)? The last question can be especially stressful. You just started working! You’ve barely even had the chance to make money, let alone put some of it aside. And what is a 401(k), anyway? We’re here to break it down for you. 
Read More 
summit financial advisors blog
The Chapters of Retirement
SFA, Retirement
Provided by Summit Financial Advisors

The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider.
Read More