Financial Education Center

Are 529 Plans a Good Way to Save for College?

Yes, they can be an excellent way to save for college. 529 savings plans let you save money for college in an individual investment account that offers federal tax advantages. 529 plans are established by individual states and managed by an experienced financial institution designated by the state. Plans may have slightly different features but essentially work the same way.

Building Client Relationships: Important to the Success of Every Family Business

Although producing a high-quality product or service that consumers want or need is essential to a successful, sustainable family business model, there’s yet another component that shouldn’t be overlooked: building authentic client relationships.

Advertising and Publicity Basics for Small-Business Owners

Small-business owners want to strive for the best possible return on investment (ROI) on their marketing dollars, and advertising and publicity are two separate but very important components of a well-rounded marketing communications plan. Advertising refers to paid-for promotions; publicity typically means low- or no-cost news coverage and word-of-mouth promotion of your business.

Will Your Spring Home Improvement Project Make You Money?

The spring season is always a great time to get started on those long overdue home improvement projects in order to get prepared for all of the upcoming warm weather activities. If you’ve made the decision to get started, then you may want to consider the projects and their return on your investment.

Sympathy and Succession: Lessons from History

Author Ken McCracken explores economist and philosopher Adam Smith's thinking on self-interest and sympathy and how to apply it to succession planning.

10 Tips to Green Your Home and Save Money

If you’re a homeowner, chances are you care about protecting the environment – and saving money. Fortunately, there are some things you can do around your house to help you do both.