Financial Education Center

Adopt Advance Medical Directives for Health Care

At some point in your life, you may become incompetent; that is, lacking the mental capacity to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, medical professionals are generally compelled to make every effort to save and sustain your life.

Developing a Spending Plan

Your spending plan is your active strategy for getting where you want to go. Think of your spending plan as a road map that helps you reach your goals, as well as give you a sense of direction. Your spending plan not only puts you in charge of how your money is being spent on a weekly, monthly, and yearly basis, but it also gives you a sense of control.

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.

Webinar: Keeping the Family Legacy Alive

The First Bank Center for Family-Owned Businesses held a webinar on family legacy and family business, with Michael Dierberg, Chairman of the Board, FB Corporation (First Bank) and fourth generation owner, and Pierre duPont of the duPont family. This intriguing and inspiring discussion between two American, values-driven family business leaders focused on running a multi-generational family business, investment strategies, philanthropic endeavors, and honoring and protecting the family and family business legacy.

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.