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.

Money Makeover: Your Financial Spring-Cleaning Checklist

April 7, 2026

By GreenPath Financial Services Spring is a natural reset. While you’re cleaning and organizing your home, take time to refresh your finances too – using this checklist to refocus your money for the months ahead. ☐ Clear Financial Clutter ☐ Review all recurring subscriptions and cancel unused services☐ Close or consolidate old checking or savings […]

The Power of Advocacy

March 26, 2026

By Laurie Baker, President and CEO When we think about advocacy, it’s easy to picture something complicated or formal, but true advocacy often starts in much smaller moments. In the credit union movement, those moments matter because advocacy is woven into who we are and how we serve. Advocacy is simply the intentional act of […]

Avoiding Scams During Tax Season

February 23, 2026

In 2024, the IRS received nearly 300,000 reports of identity theft, leading to $5.5 billion in tax fraud.  90% of us file our taxes online, making us targets for scammers whose attempts to defraud filers have become even savvier.   Filing taxes can be stressful or confusing for some people, and believe it or not, […]