Financial Education Center

Are You Ready to File Your Taxes? Here Are Some Tips to Help You Prepare!

Have you filed your taxes yet? The tax season officially started on January 29, 2024, when the Internal Revenue Service (IRS) started accepting and processing returns. Before you submit your 2023 tax return, however, there are some things you’ll need to think about first.

Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

The Power of Self Leadership

The article, “The Power of Self Leadership,” by Mark Sanborn, and originally published on www.marksanborn.com, discusses the importance of first learning the art of leading yourself before being able to successfully lead others. He also outlines some of the key skills that create self-leadership.

13 Things That Make Organizations Extraordinary

The article, “13 Things That Make Organizations Extraordinary,” by Mark Sanborn, and originally published on marksanborn.com, unpacks two decades of research to reveal what he refers to as the “Lucky 13”, or 13 critical elements that set leading companies apart from the rest.

Successor Training: Take it Slow

Your vision and legacy are too important to be left up to chance. The article, “Successor Training: Take it Slow,” by Chris Yount, and originally published on Family Business Magazine, discusses the process of slowly transitioning successors into the family business.

If Rates Go Down, Is Cash Still King?

It’s no secret that we’ve been in an upward trajectory for both inflationary prices and interest rates. A complex question asked by most consumers is, “Is the Fed done raising rates?” And, if they’re done raising rates and decide to lower them, “How will this rate reduction impact my investments and overall wealth building strategy?”