saving

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 →
Four Tips to Help Increase Your Retirement Dollars
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It’s common knowledge that the best way to increase your retirement dollars is simply to save! But, don’t miss out on these additional tips to try and get ahead. Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money.  Read More →
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 →

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