Financial Education Center

2021 Year-End Tax Planning Strategies

As one year winds down and we prepare for a new one, here are some simple tips to help lower your taxes and put you on solid financial footing as we look forward to 2022.

Webinar: Growing Up In The Family Business

The First Bank Center for Family-Owned Businesses held a webinar on December 14, 2021, discussing the challenges that next generation business leaders face.

Wait, Are You Saying the Holidays Could Cost Me Over a $1,000 This Year?!

Are you ready for the holidays? If not, we get it. From the challenges of the pandemic and supply and labor shortages to higher costs for everything from gas to groceries, saving up for the holiday season may not have been exactly at the top of your to-do list.

Update Your Home with a Home Equity Line of Credit

Preparing to make updates or additions to your home can be financially straining. A HELOC home loan is a great way to fund projects, as you’ll be able to use the funds many times for multiple projects, like a new roof in the spring or a new pool in the summer.

Webinar: 30 Minutes With The One Minute Manager: The Joy of Succession

The First Bank Center for Family-Owned Businesses held a webinar on November 9, 2021 discussing the topic of succession planning.

Are There Parallels Between Tom Brady’s Success and Sound Portfolio Management?

Parallels can be drawn between Tom Brady’s success and longevity to sound portfolio management best practices.