Financial Education Center

Leaving A Legacy

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your death will continue to be a source of support for your family, friends, and the causes that are important to you.

Finding The Right Home

If you don't really know what you're looking for in a home, how do you find the right one? Careful planning and consideration of your options can help ensure that you will be happy with the one you select.

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.

Webinar: The Unexpected You Didn’t Expect: Planning For and Dealing With the Unexpected

Business owners anticipate changes in the future with things like strategic planning, life insurance policies, estate and trust documents, and more. However, what happens when all of this is circumvented by life changing events with family members and key employees?