The Summit Blog

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

Tis the $eason (For a Mid-Year Money Checklist)

July 3, 2024

As summer hits its stride, the idea of financially preparing for the holidays might feel like overkill. July is an ideal month to assess your financial picture and make mid-year adjustments that will help you cruise into the holiday months with fewer concerns. To make planning easier, here is a seven-item checklist you can use as your guide:  

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Creative Ways to Gift Money

June 20, 2024

Money is the perfect one-size-fits-all gift, especially when it comes to graduation presents. Gift cards are always appreciated, but if you are giving cash, consider adding a little extra sparkle! Here are some ways to make your gift even more memorable.

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Financial Tools to Set Up After College

June 13, 2024

You’ve just graduated from college. Congratulations!  You are also embarking on a new chapter of your financial life. How you handle this next phase will determine your fiscal future in the long and short term. Here are three tools to add to your financial toolkit immediately.

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Meet the Beneficiaries for Taste of Syracuse 2024

June 4, 2024

By Dawn Kellogg We’ve been the title sponsor of Taste of Syracuse since 2017. If you’ve been, you know what a huge treat this event is! Not only is it Central New York’s biggest food and beverage festival, it’s also jam-packed with music. This year, we’re welcoming Cracker and Hanson to the stages on Saturday […]

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Laurie Baker

Elevating the Ordinary – It’s What We Do

May 29, 2024

By Laurie Baker, President and CEO Taglines say a lot about a brand, a company, or an organization. Just think about those products and services we hear commercials for everyday: Nike (Just Do It), the US Postal Service (We Deliver), Dunkin’ (America Runs on Dunkin’), and L’Oreal (Because You’re Worth It). Taglines are not just […]

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Meet the Beneficiary of the Rochester Wine and Chocolate Festival

May 20, 2024

On March 9th, The Summit-sponsored Rochester Wine and Chocolate Festival took over the Joseph A. Floreano Rochester Riverside Convention Center.
This year’s Rochester Wine and Chocolate Festival helped raise funds for the Rochester Chapter of Sleep in Heavenly Peace.

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Romance Scams

May 2, 2024

Online dating and social media have opened up a whole new world of possibilities for connecting with people. But beware. Among those who are genuinely looking for the perfect soul mate or social interaction are those who have a much more sinister goal – to find the perfect victim for a scam.

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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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