Financial Education Center

Financial Planning and Your Retirement

Financial planning is a crucial aspect of managing your finances, particularly when it comes to investments and retirement planning. Creating a financial plan with a trusted professional will not only increase your chances of a successful retirement, but it should also provide clarity and peace-of-mind to live a full and productive life.

Research: Diversification, legacy issue top family business concerns

The author discusses how running a business and a family unit with an eye toward diversification is the best way to ensure a family’s legacy and, ultimately, the enjoyment of the fruits of the family’s labor for generations to come.

Four Common Questions about Social Security

Are you nearing retirement? If so, it's likely you'll have many questions about Social Security. Here are a few of the most common questions and answers about Social Security benefits.

Social Security Retirement Benefits

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor, disability, and other benefits, retirement benefits are still the cornerstone of the program.

Business Succession Planning

When developing a succession plan for your business, you must make many decisions. Should you sell? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest?

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.