Financial Education

  • Post-it notes with 401K
    Financial Education

    January 15, 2020

    All About 401K and IRA

    Planning for your retirement can be overwhelming, and with it being so far in the future, it’s easy to put it off to another day. In fact, in a 2018 study by Northwestern Mutual, 21% of Americans have no money saved for retirement at all. If you’re part of the 21%, it may feel overwhelming to start, but […]

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  • small business employees giving the thumbs up in approval of their company
    Financial Education

    January 2, 2020

    How Can a Business Retain Quality Employees?

    As one year comes to an end and another begins, employee retention is a hot topic as some businesses struggle to retain their employees. Unfortunately, towards the end of the year, many employees begin to look for new opportunities, allowing time to get their year-end bonus (if there is one), and start fresh in a […]

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  • small business owner placing open sign in store window|New business owner checking her online banking on her tablet.
    Financial Education

    November 19, 2019

    6 Actionable Steps to Launch Your New Business Successfully

    Your dreams of actually starting that pottery studio are finally coming together! But wait… have you thought about insurance? Licensing requirements? What about hiring employees or getting a business loan? These are questions that every new business owner will face, and one wrong misstep can end up costing you. It’s important that you are prepared and knowledgeable before opening those studio doors. 

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  • Two professionals shaking hands in a meeting.
    Financial Education

    October 1, 2019

    Successful Succession Planning

    One of the questions we get asked the most is what we do about succession planning. With great businesses come great responsibilities and risks. In order to protect you, your family, your employees, and your business, a business succession plan is an important piece to help you prepare and transition.

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  • Jar of change with Christmas lights in the distance behind it.
    Financial Education

    September 18, 2019

    Why You Should Start Saving for the Holidays Now

    Each year, the Christmas season comes to many of us as a surprise. (Didn't we just take down those lights?) When it does, the excitement of the holidays can quickly become overshadowed by financial burden. This year, take a little time to plan ahead and save yourself from some of that stress by starting to save for the holidays today!

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  • Woman taking money out of an ATM.
    Financial Education

    August 5, 2019

    All About ATMs

    Since that first ATM in 1967, the number has grown to around 3 million ATMs throughout the world. This means there is approximately 1 ATM per 3000 people.

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  • Person Using Calculator
    Financial Education

    June 24, 2019

    Make Your Overdraft Work for You!

    While no one wants to find themselves caught in a situation when they need to overdraw their account, we can’t always predict or prevent it from occurring. Put yourself in a better financial situation by preparing ahead and knowing what to do in the worst case scenario.

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