Financial Education Center

Tax-Advantaged Strategies for Education Savings

In saving for a child's college education, parents may want to consider certain tax-advantaged strategies. These strategies all share the common trait of reducing the amount of taxes owed.

Webinar: Capital Market Recap and Outlook

George Nicola, Vice President and First Bank’s Director of Portfolio Management and Investments, and Joe Maxwell, Managing Partner at FINTOP Capital, held a virtual discussion on Wednesday, January 26, 2022 on the Capital Market Recap and Outlook and Digitization of Your Wealth.

Appropriate Checklists for Year-End Tax Planning

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.

2021 Year-End Tax Planning Strategies:

As one year winds down and we prepare for a new one, here are some simple tips to help lower your taxes and put you on solid financial footing as we look forward to 2022.

Webinar: Growing Up In The Family Business

The First Bank Center for Family-Owned Businesses held a webinar on December 14, 2021, discussing the challenges that next generation business leaders face.

Webinar: 30 Minutes With The One Minute Manager: The Joy of Succession

The First Bank Center for Family-Owned Businesses held a webinar on November 9, 2021 discussing the topic of succession planning.