Financial Education Center

Webinar: Measure What Matters in Your Family Business

Revenues, profits, a strong balance sheet: measuring success is important to all businesses. But, are there other important measurements in a family-owned business? Find out what the key metrics are for successful, generational family businesses.

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.

High Mortgage Down Payments Shouldn’t Hold You Back!

Homeownership can be out of reach for potential buyers with low-to-modest incomes. In the past, traditional advice was for renters and potential buyers to save enough to make a 20% down payment in order to get more favorable lending terms.

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.

Misconceptions of Family-Owned Businesses

If small businesses are credited as the engine of the U.S. economy, family-owned businesses generate the power. According to the U.S. Census Bureau, approximately 90 percent of American businesses are family-owned or controlled.

Family Businesses and Growth: Four Pitfalls of Growing Too Fast

Growth is critical for businesses that want to gain traction and become a dominant business in their industry. For family-owned businesses focused on longevity and multi-generational leadership, recognizing the warning signs and handling them appropriately can help ensure healthy growth in the future.