To brand or not to brand; it’s a very good question. No, we’re not discussing a soliloquy from Shakespeare, but an important decision that family businesses must make when strategizing for the future. Being the economic powerhouse they are, it makes good financial sense that family businesses wouldn’t leave something as critical as their business branding to chance.
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.
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.
Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits.
David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares insight on the factors that will determine the prospects of a successful retirement and the value of wealth planning in preparing for retirement.
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.
Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs.