Financial Education Center

Millennial and Gen Z Homebuyers: Is Your Credit Score Ready for a Home Purchase?

If you’re looking to improve your credit score or establish one, here are some things you can do that will help.

Our Story: The Center for Family-Owned Businesses

As a multi-generational, family-owned business, we’ve gained first-hand knowledge and experience in addressing the unique challenges family businesses encounter as well as recognizing the importance of stability, progression, and long-term perspective.

Ensuring a Seamless Transition in Leadership

To help businesses ensure a seamless transition of leadership, here are some key considerations we’ve learned from our own experience.

Key Takeaways from the SECURE 2.0 Act of 2022

As Americans, we’re simply not saving enough for retirement. As a result of this lack of appropriate saving and planning, policymakers deemed it necessary to step in and take action. As a result, the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act of 2022 became law and, as a result, has implemented changes to the retirement system. How does this impact you?

A Look at Savings: How Does Yours Stack Up?

Inflation and the prices of goods and services are still higher than average, coupled with the lingering effects of the pandemic, Americans are turning to what’s left in their savings account to help cover expenses. How does your savings stack up to other Americans?

Can I Roll a Retirement Plan Distribution Into an IRA?

If you're asking this question, you probably have a 401(k) or other retirement plan through a former employer. The short answer is yes — most retirement plans allow you to roll your plan funds over into an IRA after you've left your employer's service. However, there is more than one way to do a rollover, and how you do it can be critical.