Did you receive a tax refund this year? Recent data released by the Internal Revenue Service (IRS) shows the average tax refund amount is up $178 at the end of March 2024 compared to the same time last year.
Are you ready to purchase a home? Is the rising cost of rent impacting your wallet? If so, you’re not alone.
Having a cushion or extra money in the bank does more than cover you when “life happens”, it also give you a sense of control and financial security should an unexpected emergency arise.
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.
To discuss your retirement planning options, schedule an appointment with a First Bank Wealth Management advisor.
Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period.
A new year brings a sense of new beginnings and a fresh start. Have you checked in with your finances lately? With 2022 in the past, it’s an ideal time to see how the year affected your finances.