Financial Education Center

Family Businesses: Engaging The Next Generation for Long-Term Success

Engaging the next generation in the family business requires more than communicating with them about the business. It requires learning and understanding what is needed in order to bring value to the company.

Best College Savings Plans

College education is expensive and will likely get more so as time goes on. The average tuition for the 2019-2020 school year ranged from $40,000 (for private colleges) to $11,000 (for state colleges), and has only gone up since then.

Webinar: Linking Thinking to Life Balance and Long-Term Success

The First Bank Circuit held a webinar on Thursday, April 29 on Linking Thinking to Life Balance and Long-Term Success with our guest presenter Mary Kutheis, Executive Coach and Confidant, MCK Coaching + Training.

Borrowing to Pay Your Taxes to the Internal Revenue Service (IRS): What Are Your Repayment Options?

If you’ve recently filed your taxes and discovered you owe a tax debt, you may be researching the best method to pay them before the extended tax filing and payment deadline of May 17, 2021 (at the time of this publication).

Is Your Company Poised to be a Buyer or Seller?

Our guest speaker John Hull, Managing Director of The Fortune Group and guest speaker, discussed financial and non-financial factors to consider in an acquisition, such as deal structure aspects, ideal timing of an acquisition, and if your business is poised to be a buyer or seller.

How Biases Can Impact Investors’ Financial Well-Being and Significantly Alter Accumulated Wealth, Part III

Over the last two parts, we’ve discussed how biases impact our decision-making, particularly when it comes to our investments. Continuing to understand our biases can help us better understand why we make our financial, wealth, and investment decisions.