Financial Education Center

Webinar: Culture Conversation Part 1: Using Culture to Accelerate Business Results

Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.

How Can I Plan for Retirement if my Employer Doesn't Offer Retirement Benefits?

In many cases, your first step should be to open an Individual Retirement Account (IRA) and contribute as much as allowable each year. Because of the potential for tax-deferred, compounded earnings, IRAs offer similar long-term growth opportunities as employer-sponsored plans.

Exceptions to the 10% Early-Withdrawal Penalty

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due.

A Retirement Income Roadmap for Women

It's important for you to be involved in the retirement income planning process even if you're married. While you may plan to be married forever, many women end up single at some point in their lives due to divorce or death of a spouse.

First Bank Community Comes First - Kris Allen

"First Bank has always been there and always encouraged me to do more," said Kris Allen, Area Manager in Southern CA, as he discusses his involvement in the community to bring about positive changes.

Protect Your Identity

The local news has been reporting all summer on mail being stolen from USPS locations (outside drop off locations) and thieves stealing mail out of business and consumer mailboxes. USPS recommends dropping your mail inside the USPS location not the outside boxes.