budgeting

Time for a Financial Checkup
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or financial life? If life changes have occurred, you may want  Read More →
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 →
Budgeting for Retirement
Team SummitBudgeting & Debt, Employee Financial Resource Center, Retirement PlanningComments are off for this post
There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but they are just that — guidelines, not hard and fast rules that will necessarily apply to your particular situation. Budgeting for your retirement is a bit of a guessing game however clarifying your goals and  Read More →

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