Financial Education Center

Adding Too Much Value Won’t Get You There

The article, “Adding Too Much Value Won’t Get You There,” written by Dr. Marshall Goldsmith, Ph.D., Exec. Coach and Educator, Award-Winning Author, Thinkers 50 Hall of Fame Member, and originally published on marshallgoldsmith.com, discusses why the concept of leaders wanting to “add value” to a team member’s idea may actually be counterintuitive.

What is CD Laddering?

CD laddering is the process of spreading cash across various CD maturity terms and rates. Learn more about CDs and laddering to elevate your savings strategy.

Preparing the Next Generation: Is it really necessary to work outside of the family firm?

The article, “Preparing the Next Generation: Is it really necessary to work outside of the family firm?” the author discusses the typical advice of requiring next generation leaders to work outside of the family firm for external experience.

Why Next-Gen Leadership Transitions Fail

The article, “Why Next-Gen Leadership Transitions Fail,” describes how full buy-in and holistic commitment to a solid succession plan are essential for success. Denise Federer explains how trust, cooperation from all parties, and transparency will help ensure a smooth transition.

Top Reasons to Open a Savings Account

Regardless if you’re just starting out, starting over, or are somewhere in between, it’s important to include saving for the future as part of your financial plan. Designed to safeguard your money until you need it, a savings account is a secure place to deposit your money while building up your savings over time.

Update Your Contact Information Today!

Life can get busy. You may have overlooked sending us your most recent contact information, including a valid email, mailing address, and updated phone number. As your bank, there are a variety of reasons we should have your latest contact information. Contact us today to confirm your information is up to date.