Financial Education Center

Captive Insurance: A Smarter Way to Take Control of Rising Costs

In a rising cost environment, companies are seeking innovative ways to manage their insurance costs. One approach gaining traction is the establishment of a captive insurance company. This method offers a tailored approach for organizations to gain greater control, insights into fee transparency, and the potential to reduce long-term insurance costs.

Why AI is Essential for the Long-Term Success of Family-Owned Businesses

In the evolving world of business, integrating artificial intelligence (AI) is no longer a luxury but a vital strategic priority for privately held and family-owned companies. The future of these businesses, whether it’s maintaining long-term sustainability or ensuring continued business continuity, depends on their ability to adapt to an increasingly data-driven landscape.

Banking That Builds: How Icon Checking Elevates Your Finances

When it comes to managing money, a checking account is essential and should be part of your financial foundation. It’s a critical part of your day-to-day financial management and we know the right checking account isn’t just about transactions. It should unlock benefits that support and elevate your lifestyle and long-term goals. First Bank's Icon Checking Account is designed to do more than just meet your needs. It’s built to help elevate them.

Year-End Tax Planning Tips

Taxes are always a juggling act. You’re doing well, but how do you avoid fines and save your skin? Here are some tax tips to keep in mind, regardless of how the tax winds are changing.

Why Q4 Is a Strategic Time for Equipment Purchases—and How First Bank Can Help

As we enter the fourth quarter, many companies ramp up their equipment purchases, and for good reason. This period presents a unique opportunity to capitalize on strategic planning, financial incentives, like end-of-year vendor discounts, and tax advantages, such as Section 179 deductions. Learn how First Bank can help.

115 Years Strong: Banking Built for Southern California’s Middle Market

For over a century, First Bank has stood alongside middle-market companies driving the U.S. economy. With $6.6 billion in assets and fourth-generation family-owned leadership, we remain committed to an unwavering mission: helping middle-market businesses grow through tailored Commercial Banking solutions.