Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Spending
June 19, 2018
Worries about health care costs keeping you up at night? A health savings plan could make a difference.
Health care can cost a lot of money. Find yourself stressing over it? You’re not alone. A recent study by the Commonwealth Fund found that being able to afford health care is one of consumers’ top four biggest financial concerns1.
Health care can cost a lot of money. Find yourself stressing over it? You’re not alone. A recent study by the Commonwealth Fund found that being able to afford health care is one of consumers’ top four biggest financial concerns1.
May 30, 2018
Feel like you’re living paycheck to paycheck? Find that you’re using a credit card to pay for things more often than you’d like? This session can help you get back on track. Learn how to make choices that fit the lifestyle you want to live and establish new habits that will set you up for money management success.
May 30, 2018
What if you know how much money you were spending and saving—not just once in a while, but every day? Lucky for you, Summit has Money Minder, the online tool will help you do all that and more. In this session, learn how to utilize Money Minder to keep track of finances, create budgets, monitor expenses, set goals and get transaction alerts to remind you of upcoming bills. You’ll leave with the confidence to own your money management with this online tool that puts you in control.
March 14, 2018
It’s not every day that someone gives you hundreds, or maybe even thousands, of dollars for (seemingly) no reason. That’s what makes getting a tax return so exciting. However, it’s easy to get swept up in the excitement of the moment and spend it all right away without much thought.
November 30, 2017
It’s the most wonderful time of the year, but it’s often the most expensive. Between the gifts, food and festivities, it’s easy to get carried away with your spending and throw caution to the cold, December wind. But with a few smart tips, you can keep your budget in check and end the year on a high note.
November 1, 2017
This year will soon be coming to a close, and it’s time for you to sit back and enjoy quality time with friends and family. You deserve to spend this time reflecting on what you’re most thankful for without stressing about money.