Financial Education Center

Yes, Banks Are the Safest Place for Your Money: Find Out More About FDIC Insurance

If you’ve watched the news or scrolled through your social media feed recently, you’ve probably heard the buzz regarding “Federal Deposit Insurance Corporation, or FDIC Insurance” and its importance in both good and not-ideal economic conditions.

Millennial and Gen Z Homebuyers: Is Your Credit Score Ready for a Home Purchase?

If you’re looking to improve your credit score or establish one, here are some things you can do that will help.

Webinar: Should They Stay Or Should They Go? Rethinking How to Prep Next Generation Family Business Leaders

In order to survive and thrive across generations, family businesses must not only identify those individuals who express interest in leading the firm, but also better understand how to successfully prepare the next generation of leadership.

Our Story: The Center for Family-Owned Businesses

As a multi-generational, family-owned business, we’ve gained first-hand knowledge and experience in addressing the unique challenges family businesses encounter as well as recognizing the importance of stability, progression, and long-term perspective.

Ensuring a Seamless Transition in Leadership

To help businesses ensure a seamless transition of leadership, here are some key considerations we’ve learned from our own experience.