Financial Education Center

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.

Millennial and Gen Z Homebuyers: Is Your Credit Score Ready for a Home Purchase?

If you’re looking to improve your credit score or establish one, here are some things you can do that will help.

Our Story: The Center for Family-Owned Businesses

As a multi-generational, family-owned business, we’ve gained first-hand knowledge and experience in addressing the unique challenges family businesses encounter as well as recognizing the importance of stability, progression, and long-term perspective.

Ensuring a Seamless Transition in Leadership

To help businesses ensure a seamless transition of leadership, here are some key considerations we’ve learned from our own experience.

A Look at Savings: How Does Yours Stack Up?

Inflation and the prices of goods and services are still higher than average, coupled with the lingering effects of the pandemic, Americans are turning to what’s left in their savings account to help cover expenses. How does your savings stack up to other Americans?

Can I Roll a Retirement Plan Distribution Into an IRA?

If you're asking this question, you probably have a 401(k) or other retirement plan through a former employer. The short answer is yes — most retirement plans allow you to roll your plan funds over into an IRA after you've left your employer's service. However, there is more than one way to do a rollover, and how you do it can be critical.