Financial Education Center

What Legacy Will Your Family Business Leave?

For family businesses, legacy can mean the succession of business and family assets from one generation to the next. In fact, Merriam-Webster defines “legacy” as: a gift by will, especially of money or other personal property, and/or something transmitted by or received from an ancestor or predecessor or from the past.

Financial Considerations Before Purchasing Your First Home

The spring home buying season is here. It’s the time of the year that many home buyers start shopping for a new home.

Am I Having Enough Tax Withheld From my Paycheck?

It is important that you properly estimate your tax withholding. If an insufficient amount of taxes is withheld, you may end up owing a substantial sum, including penalties and interest, when you file your tax return.

How Can I Protect Myself Against Identity Theft?

The chance that someone will assume your identity to open fraudulent bank or credit accounts is increasing as thieves become more sophisticated. The best way to protect yourself is to try to prevent this from happening in the first place.

Savings Structures to Put Your Money to Work for Your Future

Americans are working hard to save money and plan for the future. While there is some value to socking cash away under the mattress or burying gold in the backyard, Americans have access to sophisticated savings tools that offer numerous advantages in saving for specific goals.

Tax-Advantaged Strategies for Education Savings

In saving for a child's college education, parents may want to consider certain tax-advantaged strategies. These strategies all share the common trait of reducing the amount of taxes owed.