Financial Wellness Blog

Welcome to our Financial Wellness Blog - dedicated to highlighting financial information that's useful to everyone. We've also included a Community Spotlight to promote volunteer organizations in our hometowns - Carmel, Dunkirk, Fishers, Hartford City, Knightstown, Montpelier, New Castle, Pendleton, Rushville, and Union City. If you'd like to submit an article for a non-profit, please read this or email Leah Driver. Thank you!

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Small Business Financial Management

December 29, 2021

Financial management can be daunting, so here are a few useful tips to help make setting up your small business finances easier. (Setting up your finances correctly can save you big headaches down the road!)...read more

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Moving Beyond Distrust: How to Establish a Meaningful Bank Relationship

May 10, 2021 | Indiana Black Expo Minority Small Business Series

One of the significant factors in growing a successful business is finance. In this session, we discuss creating and leveraging relationships with financial institutions to...read more

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Business Owners, It's Tax Time. Are You Ready?

March 10, 2021

This past year has been crazy for just about everyone, and now’s the time to do one last thing to put 2020 in the rearview – file your taxes. Tax season can...read more

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Profitability Metrics 101

February 5, 2021

Most of us have a fundamental understanding of profitability, but digging into financial statements allows us to make smarter investments with our money....read more

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Small Business Banking Basics

February 29, 2020

Is it really important to keep your personal and business accounts separate - especially if you're just starting a business?...read more

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Retirement Options for Business Owners

April 25, 2019

Small business owners are far less likely to have concrete retirement plans than those who are company employees...read more

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How do you retire when you're the owner?

April 6, 2019

Preparing financially for retirement is complicated for everyone, but for small business owners (SBOs) the process often poses...read more

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Small Business Year-End Checklist

November 13, 2018

Mid-November is a great time to start preparing for year-end....read more

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Money Management Tips for New Business Owners

October 29, 2018

Starting your own business is stressful. In addition to being an expert in your field, you’ll need to become an expert about your company’s finances. Understanding money management is important, even if you’ll be using a bookkeeper to manage your books....read more