The holiday season is quickly approaching, which likely means you will be doing some online shopping. While making purchases online has become simple and quick, there are still some risks to consider. Keep reading for five tips to keep in mind as you shop this year for you and yours!
Banks and credit unions both offer ways to spend, save and finance, but there’s a lot of great things that set credit unions apart. Learn how we’re different from banks, and how together we can save better and plan smarter.
As you navigate your finances in the coming months, be aware of the resources available to you through Summit. Summit members qualify for a complimentary no-cost, no-obligation consultation with a Summit Financial Advisor.
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.