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Blog & Tools
Between you and your money, you can make it happen. We can help.
Retirement
Financial Advisor at Any Stage of Life
Why Having a Financial Coach Helps at Any Stage
Money Smarts, Financial Freedom, Retirement
Whether you’re looking to save, spend or invest, Summit financial coaches are here to help. See what you could accomplish with a little extra support from our experts
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summit financial advisors blog
Job Change? Don't Ignore Your Retirement Plan Dollars
SFA, Retirement, Job Seeking
A Message from Summit Financial Advisors

It is probably one of your biggest assets. Don’t ignore it. People change jobs all the time, but many forget some important details – like their retirement plan money and leave it in their old employer’s sponsored pension or 401(k) plan. Could this be you?
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Summit Credit Union Red SHOES
Getting revved up for a good spring cleaning? Channel some of that energy into cleaning up your finances!
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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summit financial advisors blog
How Can You Make Your Retirement Money Last?
SFA, Retirement, Invest
Provided by Summit Financial Advisors

All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts.
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3 Financial Planning Tips for Young Adults
Financial Freedom, Money Tips, Retirement
There’s no time like the present to start financial planning for your future. Give yourself peace of mind with these financing tips for saving and investing and learn how to start saving money now.
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summit financial advisors blog
All about IRAs
SFA, Worth Saving For, Retirement
An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.

What types of IRAs are available?
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