Financial Resources

Find forms, answers to some account questions and help in reaching your goals.

The Summit Blog

Check out The Summit news, tips, and useful articles to help you manage your finances.

Redefining What’s Next

January 8, 2026

By Laurie Baker, President and CEO In today’s rapidly evolving financial landscape, innovation is no longer a luxury, it’s a necessity. Consumer expectations are being reshaped by technology, personalization, and the demand for seamless digital experiences. For financial institutions to remain relevant and maintain trust, we must continuously rethink and evolve our products and services. […]

Safeguarding Yourself Against Holiday Fraud

December 8, 2025

By Dawn Kellogg The holidays are a time of cheer and goodwill, but it’s also a time when scammers are especially active. There’s no doubt that ordering gifts online and having items delivered to your home is easy, but don’t sacrifice security for convenience. Here are some tips to stay safe while purchasing gifts and […]

Do This, Not That: Plan you 2026 Finances with Ease

November 24, 2025

By GreenPath Financial Wellness According to a recent WalletHub survey, nearly 3 in 4 people say their financial situation impacts their mental well-being, and 69% of Americans feel insecure about their finances. It is no wonder so many of us are tired of traditional “new year, new budget” advice. Financial wellness does not have to mean strict spreadsheets. It is about taking small, actionable steps to feel more in control.   Do This: Review your spending patterns  Not That: Start […]