Perspectives & Insights Article

Only 30% of organizations in the United States have a formal succession plan in place. Are you a business owner who falls into that category? Determining the future of your business may be easier than you think by keeping these five things in mind.

As a farmer, you know the importance of planning and preparation. Your daily work involves carefully considering the needs of your land, crops and animals, and making sure that everything is in place for a successful harvest. But what about your own future and the future of your farm?

Did you know that only one in three American adults has an estate plan, and of those who do have one, 20% have not updated it in the last five years? Read on for tips on how you can create a thorough plan that works for you.

As life changes, so do federal and state estate tax laws, and your financial situation. Here are four reasons why you should regularly review your financial and estate documents.

Over the past 15 months, many Americans have cut back on discretionary spending and prioritized saving for their long-term future. It is important to know that steps you take now to combat inflation can have a significant impact on your savings down the line.

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. We provide a useful checklist to get you headed in the right direction.

Market fluctuations can be unsettling and prompt all of us to begin questioning our investment decisions. Throughout the markets’ ups and downs, here are five key points to keep in mind when investing for the long term.

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future.

At some point, every business owner will inevitably wonder what a sale of their business would look like. Here are five important questions to ask before a sale happens.

For many of us, a child’s college education is the largest single expenditure in our yearly budget. Whether you are the parent of an infant or a teenager, by considering your options now, you can get a head start on saving for your child’s future. While no investment strategy is right for everyone, there are several approaches geared specifically toward education saving.