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Between you and your money, you can make it happen. We can help.
Worth Saving For
winter proof your home
WINTER-PROOF YOUR HOME: HEAT UP YOUR WINTER AND COOL DOWN YOUR COSTS
Homes, Worth Saving For, Money Tips
As our wise state founders once said, you can never be too prepared for the winters of Wisconsin. Nah, we don’t think they actually said that, but it’s very true. To help keep the heat (and your wallet) going, we’ve compiled some ways to winter-proof your home on a budget both outside and in. Keep reading and stay warm!
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project money 2016 july recap
PROJECT MONEY 2016 JULY UPDATE
Financial Freedom, Project Money, Worth Saving For
Project Money 2016 month two is officially in the books! What have our participants been up to? Read on to learn about a slew of money-savings apps, the benefits of consolidating loans and even get an inside look at a recent car trade. It’s all pretty good stuff. Keep reading and start Owning!

Heidi & Mitchell:
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back to school budgeting tips
BACK-TO-SCHOOL SHOPPING: BUDGETING 101
Financial Freedom, Worth Saving For, Shopping, Kids
When it comes to back-to-school shopping, everyone is after big savings and great deals. To help you beat the crowds and the costs, we’ve compiled a few tips on how to get everything your student needs, and save some cash (and stress) along the way. Class starts now!
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summit financial advisors blog
WAYS TO SAVE FOR COLLEGE
Investment, Money Tips, Worth Saving For, Kids
How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of obtaining a four-year degree at a public university will surpass $200,000. Staggering? Indeed, but college is plenty expensive already. In 2012, tuition averaged $15,100 a year at public colleges and $32,900 a year at private colleges.1
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summit financial advisors blog
SAVING FOR RETIREMENT AND A CHILD'S EDUCATION AT THE SAME TIME
Family, Kids, Worth Saving For, Retirement, Investment
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be able to reach both goals if you make some smart choices now.

Know what your financial needs are
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summit financial advisors blog
THE FUTURE’S SO BRIGHT
Protecting Your Finances, Investing, Worth Saving For
A message from Summit Financial Advisors

Back in the ‘80s, there was a hit song titled, “The Future’s So Bright, I Gotta Wear Shades.” When you think ahead to your retirement, does that phrase come to mind? It could.
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