Financial Education Center

Have You Checked Your Retirement Plan Lately?

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a good time to do so.

Retirement Legislation Awaits Further Action

To discuss your retirement planning options, schedule an appointment with a First Bank Wealth Management advisor.

Webinar: 2023 Economic Outlook - Unique Opportunities in a Potentially Challenging Year

George Nicola, Senior Vice President and Chief Investment Officer for First Bank Wealth Management, and a panel of experts discussed the possible challenges investors may face in 2023. From recession to stagflation, the panel unpacked how investors can avoid costly mistakes and capitalize on opportunities that may arise in a potentially challenging year.