Financial Education Center

13 Things That Make Organizations Extraordinary

The article, “13 Things That Make Organizations Extraordinary,” by Mark Sanborn, and originally published on marksanborn.com, unpacks two decades of research to reveal what he refers to as the “Lucky 13”, or 13 critical elements that set leading companies apart from the rest.

Successor Training: Take it Slow

Your vision and legacy are too important to be left up to chance. The article, “Successor Training: Take it Slow,” by Chris Yount, and originally published on Family Business Magazine, discusses the process of slowly transitioning successors into the family business.

If Rates Go Down, Is Cash Still King?

It’s no secret that we’ve been in an upward trajectory for both inflationary prices and interest rates. A complex question asked by most consumers is, “Is the Fed done raising rates?” And, if they’re done raising rates and decide to lower them, “How will this rate reduction impact my investments and overall wealth building strategy?”

Are CDs a Good Place to Put Money?

If you’re looking for a place to build up emergency savings or lock in higher fixed interest rates for a specific goal, then a Certificate of Deposit (CD) is an ideal choice. Regardless of where you are in your financial journey, it’s wise to set money aside to save for a rainy day or a short-term savings goal.

Saving for Retirement and a Child's Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So, how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge.

Are You Purchasing A Home in 2024? Here Are Some Tips to Help You Prepare!

Are you planning to purchase a new home in 2024? You’re in luck! A recent report shows that experts are predicting mortgage rates to come down at some point this year. Even though they may not reach pre-pandemic levels, the market should be much more favorable for buyers than it was last year.