Financial Education Center

Is Your Family Business on LinkedIn®? It Should Be!

Have you heard the saying, “If you’re not on social media, you should be!” before? Social media platforms are a great way to connect with others. LinkedIn® is a great tool for businesses and is used by millions of professionals and companies.

Saving for College? Consider a 529 Education Savings Plan

It’s no secret that college tuition is expensive and has become more expensive over the years. In fact, a recent study shows that within the last ten years, tuition at private, out-of-state, and in-state universities have all increased significantly.

Annuities as an IRA Investment Option

There are several reasons, aside from tax deferral, that may make a deferred annuity a sound funding choice for your IRA. Find out what they are.

Ten Women Family Business Owners Who Succeeded Their Fathers

Only 10% of the world’s top family businesses are led by women, but the numbers are rising.

Should I Withdraw Money From My Individual Retirement Account (IRA) to Pay for My Child's College Tuition?

If you're considering withdrawing money from your traditional IRA or Roth IRA to help pay for college, you'll want to evaluate several factors.

Business Succession Planning Buy-Sell Agreements

A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and conditions of a future sale or buy back of a departing owner's share of the business. Specifically, buy-sells control when owners can sell their interests, who can buy an owner's interest, and at what price.