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Blog & Tools
Between you and your money, you can make it happen. We can help.
Worth Saving For
Couple looking at tablet and finances together
5-step Plan to Save $1,000
Red Shoes, Worth Saving For, Money Smarts
Money worries keeping you up at night? Here’s something that could get you on the path to sweeter dreams. And it’s a goal that could actually make a difference. Having $1,000 set aside could go a long way toward covering an unexpected expense and keep you from running up an expensive credit card bill (or, gulp, using a payday lender), having to borrow from family or friends or selling something to get out from under.
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First-time Homebuyers Step-by-Step Guide
Your Home is Out There
Shopping, Homes, Worth Saving For, Infographic
At first glance, the path to home ownership can seem pretty daunting. But with Summit's help, you can follow our step-by-step guide to buy your first home with ease and confidence. From preapproval to moving day, we've got the resources you need for each stage of the homebuying process — including mortgage loan officers to guide you along the way. Together, we'll help you stop daydreaming about your new house and start celebrating your new home.
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Woman signing paperwork to get a vehicle at a dealership
Car Buying Made Simple(ish)
Red Shoes, Auto, Worth Saving For
Buying a car is a big deal — hey, those things are expensive! And even if picking out a vehicle is one of your most favorite things ever, it can still be a bit stressful to navigate researching and buying a car. Summit’s got three tips to help make the process as fast and easy as possible.
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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, we’ve got the resources you need every step of the way. Together, we’ll make sure you get the right home for you.
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summit financial advisors blog
Good Financial Steps to Take When You Get Married
Marriage, Money Tips, Worth Saving For
Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list.
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Married couple holding hands
6 Tips for Planning a Wedding on a Budget
Worth Saving For, Budget, Living
It’s no secret that a wedding is one of the most expensive moments in our lives. According to The Knot, the average cost of a wedding in the United States last year was over $33,000. While it may seem impossible to stay on budget as you plan for your special day, trust us when we say you can still have an amazing event on a smaller budget! Here’s some down-to-earth tips to help you stick to your wedding budget.
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