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.

HSAs for Medical Expenses and Beyond

October 15, 2026

We all incur medical expenses. It’s a fact of life. It could be something as simple as bandages from a pharmacy, or something more complex like a surgery. Most of us pay for these costs through our medical insurance, or out of pocket. But a Health Savings Account (HSA) offers a way to save for these types of expenses and make purchases using a tax-free account.

Phone a Friend. Refer a Friend.

September 4, 2026

How many times have you really enjoyed something, or found something works well for you? The first thing you want to do is tell someone, right? You want to share with friends and family so that they can enjoy those same things. Our members are our greatest ambassadors. Take this comment from a member, for […]

Financial Empowerment Starts with the People Around You

August 24, 2026

By Laurie Baker, President and CEO In my last blog, I shared a simple thought: community isn’t something we find, it’s something we build. The people we surround ourselves with shape how we grow, overcome challenges, and celebrate successes. The same is true when it comes to our financial lives. Financial empowerment isn’t about having […]