Financial Education Center

Is Your Company Poised to be a Buyer or Seller?

Our guest speaker John Hull, Managing Director of The Fortune Group and guest speaker, discussed financial and non-financial factors to consider in an acquisition, such as deal structure aspects, ideal timing of an acquisition, and if your business is poised to be a buyer or seller.

Understanding the Net Investment Income Tax

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax (also referred to as the unearned income Medicare contribution tax).

Could You Be Responsible for Your Parents' Nursing Home Bills?

Learn more about filial responsibility laws and why it's important to have a long-term care plan in place for your family.

Will vs. Trust: Know the Difference

Read the primary differences in a will versus a trust and how they compare.

Let’s Talk Taxes

Read what common tax terms mean, what the different tax forms are, and some general tips that will help you understand the tax filing process better.

Understanding Your Credit Report

If you’re ready to apply for credit, especially for something like a mortgage, here’s some information to help you understand your credit report better.