Financial Education Center

What's the Difference Between a 529 Savings Plan and Prepaid Tuition Plan?

529 savings plans are more popular than 529 prepaid tuition plans because they are broader in scope and more flexible. Most every state offers at least one 529 savings plan, but only a handful of states offer a prepaid tuition plan.

Giving to Grow: Core Values in a Family Business

Core values are what drive our daily decisions. From how we interact with others to the causes we support, everyone is motivated differently. This can also be the case for businesses.

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

What Are the Best Ways to Utilize a Checking Account?

Although a checking account can be the cornerstone of personal finances, the proper ways to utilize a checking account is often overlooked.

Supply Chain Woes Trouble Small Business

Disruption. Over the last two years, it has been a constant in our lives. For small businesses, the disruption from the COVID-19 pandemic has been relentless.

The New Estate Tax Rules and Your Estate Plan

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.