summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock
Blog & Tools
Between you and your money, you can make it happen. We can help.
Worth Saving For
summit financial advisors blog
WHICH TYPE OF IRA IS RIGHT FOR YOU?
Financial Freedom, Investment, Retirement, Worth Saving For
A message from the Summit Financial Advisor Program

There are two main types of IRAs – traditional IRAs and Roth IRAs – and both offer tax advantages.
Read More 
Budgeting Basics
BUDGETING BASICS
Financial Freedom, Money Tips, Protecting Your Finances, Worth Saving For
We should all be budgeting our money, no matter what our financial goals. Time to get that brand new car? Down payment on your first house? What about just creating a savings cushion or paying down some credit card debt? As you start budgeting, we’ve laid out a few basic rules to get you on your way. You never know how much savings you can find by starting now.
Read More 
project money 2015 october recap
OCTOBER PROJECT MONEY RECAP
Financial Freedom, Own It, Project Money, Worth Saving For
Another month of Project Money is in the books! Between wedding anniversaries, beginning new career paths and saving for their children’s college education, October proved to be one of the most eventful months yet. Our participants are living out the excitement of their daily lives, all the while working hard to improve their financial well-being and future.
Read More 
SECOND-HAND BUYS CAN BE GREAT DEALS
Money Tips, Shopping, Worth Saving For
Sure, some things are better bought brand-new – running shoes or a mattress, for example. But there are a number of purchases where it makes sense to buy used. For very little drop-off in quality, you can save big. Here are the best items to purchase second-hand:
Read More 
  •