Financial Education Center

What Legacy Will Your Family Business Leave?

For family businesses, legacy can mean the succession of business and family assets from one generation to the next. In fact, Merriam-Webster defines “legacy” as: a gift by will, especially of money or other personal property, and/or something transmitted by or received from an ancestor or predecessor or from the past.

Financial Considerations Before Purchasing Your First Home

The spring home buying season is here. It’s the time of the year that many home buyers start shopping for a new home.

Am I Having Enough Tax Withheld From my Paycheck?

It is important that you properly estimate your tax withholding. If an insufficient amount of taxes is withheld, you may end up owing a substantial sum, including penalties and interest, when you file your tax return.

Webinar: The Unexpected You Didn’t Expect: Planning For and Dealing With the Unexpected

Business owners anticipate changes in the future with things like strategic planning, life insurance policies, estate and trust documents, and more. However, what happens when all of this is circumvented by life changing events with family members and key employees?

How Can I Protect Myself Against Identity Theft?

The chance that someone will assume your identity to open fraudulent bank or credit accounts is increasing as thieves become more sophisticated. The best way to protect yourself is to try to prevent this from happening in the first place.

Children and Finances: Four Activities to Help Solidify Understanding

You've likely heard your child ask questions related to finances before. When this happens, it's ideal to help them begin understanding money and the value in it. Here are four activities to help them start understanding money.