Financial Education Center

Wealth Management Strategies | Saving For Retirement

David Frederick, Director of Client Success and Advice at First Bank, discusses saving for retirement during different stages of life in this month's Wealth Management video.

Revisiting the 4% Rule

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.

Special Needs Trust

David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses strategies for maximizing support funding for disabled individuals.

Four Questions on the Roth Five-Year Rule

Four Questions on the Roth IRA-A Roth IRA has its advantages for your overall retirement strategy. Find out four topics that may impact your distribution’s tax status.

Managing Your Workplace Retirement Plans

If you take advantage of a workplace retirement plan, you've taken a big step on the road to retirement, but it's important that you understand your plan and what it can do for you.

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Plan ahead of time and review these steps to help reduce negative financial impact when there's market volatility.