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
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.
Keep the ho-ho-ho in your holidays with six savvy spending tips.
The holiday season is almost here! Hooray! But is your excitement mixed with anxiety when you think about the ka-ching factor of holiday spending? The average U.S. consumer spent almost $1000 during the 2017 holidays,1 so it’s no surprise if you’re feeling a little worried.
The holiday season is almost here! Hooray! But is your excitement mixed with anxiety when you think about the ka-ching factor of holiday spending? The average U.S. consumer spent almost $1000 during the 2017 holidays,1 so it’s no surprise if you’re feeling a little worried.
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.
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.
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 Money Minder is an online tool to help you do all that and more. In this session, learn how to utilize Summit 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.
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.