Financial Planning

Preparing for What’s Next: Getting Married
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post
Getting married is about more than spending your life with that special person you love. Marriage is one of the biggest lifestyle adjustments most of us will make. Merging two lives into one takes intentional planning and compromise. Beyond the wedding day, there are many considerations to take into account. To help you address some  Read More →
Don’t Skip the Match! [Infographic]
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
If your organization offers an employer match within your retirement plan, don’t let this free money pass you by! These additional contributions could significantly help grow your retirement savings. By not maximizing the company match, you are leaving money on the table every year. Check out our case study below which illustrates just how much  Read More →

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