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Blog & Tools
Between you and your money, you can make it happen. We can help.
Worth Saving For
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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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. 
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summit financial advisors blog
New Year – New Game
SFA, Investing, Worth Saving For
A message from the Summit Financial Advisor Program
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Back to School Finances
Everything You Wanted to Know About School Finances, but Were Afraid to Ask
Student, Worth Saving For, Spending
If you’re a student or a parent, the beginning of the school year, especially a college career, can be intimidating, though it doesn’t have to be. By studying up on financial planning before the first day of school, you can be ready to tackle whatever college – and life – may throw at you.

Before Classes Start
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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.
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home and heart
HOMEBUYING: MUST-KNOW TIPS AND MUST-HAVE TOOLS
Shopping, Homes, Worth Saving For, Infographic
As you get ready to buy a home, you’re faced with so many exciting possibilities. But with those possibilities come a lot of “what ifs.” That’s what we’re here for! From mortgage loan officers who are ready to answer all your questions to informative homebuying events and a handy app, we’ve got the resources you need every step of the way. Check out the infographic below, visit our Mortgage Resource Center online, stop by a branch—or do all three. Together, we’ll make sure you get the right home for you.
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