Financial Education Center

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.

Financial Literacy Month 2021: Are You on Track to Financial Wellness?

April is National Financial Literacy Month, or a month set aside to highlight the importance of sound financial behaviors. Financial literacy is understanding and employing financial skills, such as budgeting, debt management, and investing.

A Few Simple Ideas to Reduce Income Tax

Though the official tax filing deadline has been pushed back to May 17, 2021 April still has the honorable distinction of being considered “tax month” in the hearts and minds of most Americans.

Amazon and Apple Scams: What To Look For and How To Protect Yourself

Many well-known, large organizations, like Amazon and Apple, are often subject to fraudsters. Learn more about two popular Amazon and Apple scams going around and what you can do to protect yourself.

Tax Season: Tips For Filing Your Taxes In 2021

Due to 2020 being a different and unusual year for many, there may be some changes to your taxes this year. Learn more about some things to consider when filing this year.