If Santa season has snuck up on you and you’re not sure how to fund the holiday fun, you’re not alone. First Bank would like to provide a few helpful tips to help you navigate the expense of the holiday merriment.
This article is designed to broadly discuss investment return taxation, while covering a range of topics, including the types of income, basis, capital gains and losses, holding periods, taxable income considerations, and the strategic use of capital losses.
Yes, they can be an excellent way to save for college. 529 savings plans let you save money for college in an individual investment account that offers federal tax advantages. 529 plans are established by individual states and managed by an experienced financial institution designated by the state. Plans may have slightly different features but essentially work the same way.
If you’ve watched the news or scrolled through your social media feed recently, you’ve probably heard the buzz regarding “Federal Deposit Insurance Corporation, or FDIC Insurance” and its importance in both good and not-ideal economic conditions.
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.
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.
Crafted with the same core values as the First Bank family, Dalin Dental Associates is a multi-generational family business that is devoted to serving its clients, is fully invested in the longevity of its organization, and possesses a passionate commitment to the St. Louis community.