Getting Organized

So, You’ve Just Started Out

December 20, 2022

You got the job; you finally have some recurring income! It is exciting to start a career and an independent life, but it also...

Understanding Your 401(k)

December 19, 2022

More and more employers offer a 401(k) plan for retirement savings. This can be a great benefit, but you might not really...

Video Lesson: Individual Bonds vs. Bond Funds

October 5, 2022

Learn the difference between individual bond and bond funds with Investment Manger Chris Gula,...

Ways to Start Saving

July 22, 2022

Senior Wealth Advisor Susie McLane shares tips on saving to help you along your financial journey. Listen to the podcast...

Establishing Your Emergency Fund

April 7, 2022

Susie McLane discusses emergency funds and how to establish one of your own. Listen to the full conversation below. Summit...
Susie video lesson

Video Lesson: Investment Advice for New Parents

August 22, 2019

Becoming new parents is very exciting but it also involves a lot of new responsibilities.  Organizing your financial affairs...
What are ETFs lesson

Video Lesson: What are ETFs?

August 6, 2019

Exchange traded funds can help diversify your portfolio and augment your investment strategy in a low-cost, tax efficient...

5 Things to Consider Before Buying Your First Home

July 7, 2019

Buying a house vs. renting depends on where you are in life. You might ask yourself, "Is buying a home right for me?" or "Is...

Individual Retirement Accounts: Understanding Your Choices for Tax Advantaged Savings

July 7, 2019

Have you funded your IRA this year? Are you eligible? How often have you heard these questions? In 1974, Congress passed...

How To Get Started With Your Estate Planning

July 7, 2019

Estate planning is not just for the wealthy. It's about having the peace of mind of knowing that your loved ones are taken care...

Make Insurance A Family Priority

July 7, 2019

Everyone feels invincible, as if nothing bad is ever going to happen, and therefore believes they won’t need insurance. At...

Net Worth Worksheet

July 7, 2019


*PLEASE SEE Important Disclosure Information