Financial Education Center

Wealth Management Strategies | Social Security

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares insight on social security and the role it plays in financial planning.

Retirement Savings Tips for Millennials

If you're a millennial, retirement may barely register in your consciousness. Between paying down student loans, trying to take that first step on the housing ladder, or other financial priorities, you may have little time to think much about your life 35 years from now.

An Action Plan for Preretirees

As someone saving for their retirement, you may want to periodically revisit your investing and financial strategies as well as your timetable for retirement.

Healthcare in Retirement

Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits.

Wealth Management Strategies | Preparing For Retirement

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares insight on the factors that will determine the prospects of a successful retirement and the value of wealth planning in preparing for retirement.

First Bank Wealth Management - A Lifetime of Retirement Planning

David Frederick, Senior Vice President and Director of Client Success and Advice at First Bank Wealth Management, discusses the basics of retirement planning, including what retirement is, how to save for retirement, and when to retire.