Financial Education Center

Bridging the Generational Communication Barrier

In order for a business to be successful, an organization’s leadership often concentrates on the more common business side of the business, including the balance sheet, quarterly sales, and marketing strategies, as well as building a customer-centric culture.

Client Spotlight: Let’s Focus on the Culture at Hartwig, Inc.

Established in 1960, Hartwig, Inc., is a family-owned, multi-generational manufacturing solutions and support company.

Balancing Work and Family

At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with ease. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation, and important life lesson discussions, and little in the way of work or technological distractions.

Webinar: Deciding if a Board of Directors is Best for Your Family Business

Michael Dierberg, Chairman of FB Corporation and First Bank, hosts a panel discussion on how to decide what’s best for your business and your family when it comes to the board of directors. Panel members Don Jubel, Tom Bakewell, and Jacob Herschend will share their unique perspectives on this important family business governance issue.

Tax Issues Related to Marriage

If you're married (or about to be married), financial planning is certainly important. It's also important for you to be aware of the income tax ramifications of your decisions.

How Do I Talk to My Elderly Parents About Their Finances?

Talking to your parents about money is always difficult, especially when the money you're talking about is theirs. They belong to a generation that was taught to keep their information private and not to share their concerns openly.