The Summit Blog

Insights and tips to help you with your finances, plus information from The Summit’s community partners.

Laurie Baker

Respect and Inclusion at The Summit

April 17, 2024

The latest blog by The Summit’s President and CEO, Laurie Baker shines a light on the work of our Diversity Equity and Inclusion Council.

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IRS De-stress: 5 Tips for Last Minute Taxpayers

April 10, 2024

Tax day is almost here! You have until April 15, 2024 to file federal income taxes. Most states are following suit, however, you can consult your state’s tax page to verify. If you’ve already crossed this off your list…congratulations! And if you’re in the company of 25% of Americans who wait until the last minute, don’t panic. Here are five suggestions for filing in the final hour. 

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Smart Parents Teach Their Kids These Financial Lessons – Part IV

April 1, 2024

By Dawn Kellogg Talking to your child about money does not have to be awkward. This series of blogs will help you navigate through the conversations and make them not only educational, but interactive and fun. Yes, money can be fun! Lesson #4: Don’t give in if kids spend all their money and need more! […]

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Smart Parents Teach Their Kids These Financial Lessons – Part III

April 1, 2024

By Dawn Kellogg Talking to your child about money does not have to be awkward. This series of blogs will help you navigate through the conversations and make them not only educational, but interactive and fun. Yes, money can be fun! Lesson #3: Provide creative and fun ways for your kids to earn money In […]

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Smart Parents Teach Their Kids These Financial Lessons – Part II

April 1, 2024

By Dawn Kellogg Talking to your child about money does not have to be awkward. This series of blogs will help you navigate through the conversations and make them not only educational, but interactive and fun. Yes, money can be fun! Lesson #2 – The 3 S’s: Saving, Spending, Sharing In this article, we’ll talk […]

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mother and daughter making purchase on tablet

Smart Parents Teach Their Kids These Financial Lessons

April 1, 2024

By Dawn Kellogg Talking to your child about money does not have to be awkward. This series of blogs will help you navigate through the conversations and make them not only educational, but interactive and fun. Yes, money can be fun! Lesson #1: Showing your kids where money comes from. “Money doesn’t grow on trees” […]

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Tax Return Not What You Expected?

March 22, 2024

By Dawn Kellogg Although our goal should always be to accurately prepay our taxes, there will be those times when you either get money back or have to fork out. How do you handle these situations? Using Your Tax Refund Wisely If Uncle Sam sent you a nice check in the mail, your first inclination might […]

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Guest Blog: 5 Insights from a YP in DC

March 18, 2024

Last week I had the honor to join credit unions from across the country at America’s Credit Unions at the Governmental Affairs Conference (GAC) in Washington, DC.

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Spring Cleaning Your Finances

March 8, 2024

Spring cleaning is that annual ritual that can make us feel refreshed. We dust off the cobwebs and we air out our rooms. We purge our closets and pantries. But what about incorporating a spring clean for your finances? Surely, they can use a little TLC, too?

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You’re Starting Your First “Real” Job! Now What?

February 21, 2024

Congratulations! You’ve just landed your first “real” job! You’re excited, thinking about having that first regular income and all the benefits that are included. Take a little time to bask in the joy of this accomplishment – you deserve it! As you are planning for that first day, there are a few things to keep in mind regarding your short and long-term financial goals.

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Financial Facts for Your 30s

February 8, 2024

Hopefully, you’ve spent your 20s building a good solid financial foundation. Now that you’ve reached your 30s, here’s your chance to use this time to build and protect your wealth.

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The QR Code Cracked

January 25, 2024

We encounter QR codes every day. Those strange squares made up of a unique pattern of micro-squares inside them appear in ads, on your favorite TV morning or talk shows, on receipts for things we purchase, on tables at restaurants, on beverage cups at your favorite fast-food outlet – everywhere.

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