Financial Education Center

Wealth Management Strategies | Improving Your Financial Health

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, discusses strategies to help you improve your financial literacy and your overall financial health.

How Biases Can Impact Investors’ Financial Well-Being and Significantly Alter Accumulated Wealth, Part III

Over the last two parts, we’ve discussed how biases impact our decision-making, particularly when it comes to our investments. Continuing to understand our biases can help us better understand why we make our financial, wealth, and investment decisions.

Tax Season: Tips For Filing Your Taxes In 2021

Due to 2020 being a different and unusual year for many, there may be some changes to your taxes this year. Learn more about some things to consider when filing this year.

A Lifetime of Retirement Planning Webinar

David Frederick, Director of Client Advice and Success at First Bank Wealth Management, discusses the financial needs people face as they age, how to source funds to meet their needs, and basic steps to help ensure a successful retirement plan.

How to Save Money: Four Things You Can Do To Save On Monthly Bills

Has the pandemic affected your savings? Here are some things you can do to help save money on your groceries, electric, mortgage, and your cable.

What Drives Investment Decisions, Our Hearts or Our Minds? Part II

Undoubtedly, 2020 will go down in history as a record setting year, but also as one of, if not the most, hated and devastating year in modern time.