Have you filed your taxes yet? The tax season officially started on January 29, 2024, when the Internal Revenue Service (IRS) started accepting and processing returns. Before you submit your 2023 tax return, however, there are some things you’ll need to think about first.
A common debate among investment forums is regarding the merits of active versus passive portfolio management. Whatever method an investor chooses, they will need to weigh their financial goals, the time horizon, and risk tolerance into their strategic long-term asset allocation approach.
This article discusses strategies that parents and grandparents may use to help leave a legacy of empowerment and not entitlement with their transfer of wealth.
The article discusses five reasons business owners do not create a family business board and five reasons to consider creating one.
This article discusses how a founding family member establishing and growing a successful business is only the first step. The next generation of leaders need to strategize and reestablish what business they are in, what the goals will be, and how to achieve this new path.
If Santa season has snuck up on you and you’re not sure how to fund the holiday fun, you’re not alone. First Bank would like to provide a few helpful tips to help you navigate the expense of the holiday merriment.
December brings with it so many additional items to our already busy schedules. From shopping and baking to organizing holiday gatherings and wrapping, there’s a lot on our plates.