Financial Education Center

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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.

Ready To Start Investing in Your Retirement? Retirement Planning Methods and Strategies

Saving for retirement is a long, but worthwhile journey and it’s ideal to start saving as soon as possible. The most recent survey released by the Federal Reserve on consumer finances indicates that the median retirement savings those aged 35 and younger is only $18,000.

Podcast: Wisdom from a Lifetime of Family Business Leadership

Jan Steiner, former president and CEO of Thoro Packaging, a Southern California-based family business, sits down with Ed Hart to share her journey of taking over her father's company and growing it from $1 million to nearly $40 million in revenue. She emphasizes the importance of connection, joy, and self-management in leadership.

How Does Your Family-Owned or Privately-Held Business Define Success?

For family and privately-held businesses, wealth generation is woven throughout their prosperity, legacy, and future. Recent insights reveal that for many of these businesses, not only does the pursuit of financial wealth define achievement, but also their legacy building. Let’s explore the strategies and considerations that support the continued growth of wealth within family businesses, while also exploring its significance to the family.

Podcast: Putting the FAMILY in Family Business

Ed Hart sat down with the Director of the Global Family Business Institute at the Claremont University Drucker School of Management, Dave Specht. Enjoy this conversation between two family business experts and leaders in the field.

Research Reveals Claw-Back Bonus Schemes Can Lead to Big Losses

The article, “Research Reveals Claw-Back Bonus Schemes Can Lead to Big Losses,” debates the pros and cons of “loss-framed” bonuses, or those pre-paid to sales teams and then “clawed back” if targets aren’t met.