Financial Education Center

Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what you should do with your 401(k) plan. It's important to understand your options.

The New Estate Tax Rules and Your Estate Plan

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

Wealth Management Strategies | New Years Resolutions for Managing Money

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, suggests New Years resolutions for managing your money that are easy to understand and simple to follow through on.