If you’re just getting started or have decided it’s time to start building up your short or longer-term savings, you may be wondering if a traditional savings account, a high-yield savings account, or a Certificate of Deposit (CD) is the right solution for you. Let’s take a closer look at three popular, non-retirement savings options.
If you've lost your job, or are changing jobs, you may be wondering what you should do with your 401(k) plan. It's important to understand your options.
William Nelson was featured during First Bank's Tribute to Those Who Served at the St. Louis Blues game on January 13, 2022. He served in the U.S. Army and spent 355 days in Vietnam.
The New Year is a time when we can consider the year that has just passed, consider our lives, and resolve to improve our circumstances.
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
The start of a new year is an ideal time to check in with your finances and determine if any adjustments need to be made. Assessing how and what impacted your finances in the past year can help you get a better understanding of your financial situation going into the new year.
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.