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Blog & Tools
Between you and your money, you can make it happen. We can help.
Saving Tips
Free Webinar: Living a Financially Well Life
New Year’s Resolution: Living a Financially Well Life
Webinar, Saving Tips
Every year, people of all age levels set new year’s resolutions with the goal to improve their lives. The most common resolutions are focused on health. Many don’t consider financial wellness as a piece of their overall wellbeing. This session was created to inspire you to look deeper into creating New Year’s Resolutions that align with your financial goals and provide you with the clarity you need to live a financially well life.
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Guide to Mindful Spending Webinar
Teach Kids About Money
Webinar, Saving Tips, Kids
Are you prepared to teach your child about money? Find out what children should know about money and what motivates them to spend and save. You’ll learn tactics to help children set goals, budget, save and invest.
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Mom with young child
911: Feel Safe with Emergency Savings
Webinar, Saving Tips, Financial Planning
We all know that when emergencies arise, crisis mode activates. The goal of this session is to help you build an emergency savings on your budget, learn how to maintain it, and how to shatter the guilt when it comes to tapping into it.
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Money Smarts Podcast
Podcast, Saving Tips, Paying Off Debt, Project Money
If you’re wondering how to better track your spending, this episode is a must listen. Our season 11 Project Money participants Jeff and Sue sit down with us to discuss saving and budgeting tips they put together with the help of a Summit Financial Coach and other Summit tools – helping them save $36,000 in only 9 months.
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Young woman lying on a sofa with tablet looking at her credit card.
Easy Ways to Save More Money Each Month
Saving Tips, Financial Freedom, Money Tips
Save early, save often – sounds easy, feels hard. But building up your savings account is essential to unlocking your financial freedom. Find out what you should…and shouldn’t be doing to gain control of your money with these effective saving tips.
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Man and woman sitting in kitchen embracing fondly while reviewing paperwork together.
Checklist to Help You Save Money & Financially Plan for a Baby
Family, Saving Tips, Financial Planning
As you prepare for this new chapter of your life as a parent, make sure you are saving to cover the costs of having a baby with our financial planning checklist.
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