Financial Education Center

Charitable Giving

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

Don’t Let the Grinch Steal Your Holiday Fun—Or Funds

December brings with it so many additional items to our already busy schedules. From shopping and baking to organizing holiday gatherings and wrapping, there’s a lot on our plates.

The Ultimate Gift Giving Guide for The Holidays

Shopping for holiday gifts can be a daunting task. From long lines to out-of-stock items, the rush of the holiday season can be overwhelming. As you start thinking of potential holiday gift ideas for your children, keep in mind the things they have been asking for or things they could benefit from.

There’s No Sugar Cookie-ing It—The Holidays Are Going to Cost You Some Dough

If you haven’t considered how to pay for the holidays yet, now may be a good time. Like always, being prepared and having a plan—and a holiday list—is always your best option.

Is Inflation Taking a Toll on Your Wallet?

According to the U.S. Bureau of Labor Statistics, consumer prices are up by 8.2%ˡ. In dollars, that means, most consumers are now paying an additional $445 more per month for goods and services, like groceries, rent, and healthcare².

Building Credit for Young Adults

Do you want to start building your credit but aren’t sure where to start? That’s okay. In fact, it’s very normal to be in this position. We’re going to go over some common questions people, especially young adults, often have about getting started on their credit journey.