budgeting

Four Basic Steps for a Successful Retirement
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement. Learn the basics of saving and investing Understand the basic types of investment products, like stocks, bonds, and money market accounts.  Read More →
Top 10 Budget Busters
Team SummitBudgeting & Debt, Employee Financial Resource CenterComments are off for this post
Even the most diligent budgeters can get off track, especially when faced with these notorious budget busters. The best way to stay on target is to be aware of where your spending may go wrong and do your best to avoid it. 1. Impulse purchases It’s all too easy to grab a few extra items  Read More →
The Sound of Music: Financial Lessons From Your Favorite Hits
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial PlanningComments are off for this post
With the 61st GRAMMY Awards just around the corner, music is on the mind! You expect financial advice from an advisor, and even sometimes from your friends and family (whether you want it or not). The last place you expect to hear it is singing along to your favorite song—but that doesn’t mean it’s not  Read More →

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