Financial Education Center

Is Home at the Heart of Retirement Planning?

April is National Fair Housing Month, a month that celebrates the passage of the Fair Housing Act in 1968. This law prohibits discrimination in the sale, rental, and financing of housing based on race, color, national origin, religion, and gender. It’s also a time when we may all consider our homes and the roles they play in our lives.

Special Considerations for Building a Home

Maybe you've searched all over for the perfect home and can't find one that you like. Or perhaps you've always wanted a custom-built house that is suited to your individual tastes. Whatever the reason, you've decided to build a home and may have discovered that it is a bit more complicated than buying one that is already built.

Financial Planning Issues for New Parents

As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan.

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.