Helpful Tools & Resources

Here you will find a variety of helpful articles for any life stage! Whether you are just browsing or looking for something more specific, you will find it on this page!

Is Your Money Insured?

Have you ever wondered how much of your money is insured and what portion (if any) exceeds coverage limits at the bank? If so, you should take advantage of the FDIC’s Electronic Deposit Insurance Estimator (EDIE).

Separating Your Home from Your Business

At first glance, the opportunity to run a home-based office can look quite appealing; short commute, casual attire, close proximity to the fridge. But if you're considering this option, there are a few things to keep in mind to help separate your business and personal life.

Make Your Business Budget Happen

Are you a business owner who makes things happen or watches things happen? You can position yourself to be able to make things happen by planning your operating, capital and cash budgets. Without a comprehensive plan, you could be left to watch things happen – or worse, wonder what happened.

Quick Guide To Your Credit Report

If you have credit cards or other loans, you have a credit report. But do you know what's on it? And why it matters? This quick guide can help!

A Business Succession Plan Makes for Smooth Sailing

You may have heard the statistics: Less than one-third of family businesses make it to the second generation, and just 15% succeed into the third generation.* If you want your business to continue after you leave the helm – whether run by family members, employees or an outside buyer – you need to have a succession plan in place.
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