Financial Education Center

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.

Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year.

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.

Getting Started: Establishing a Financial Safety Net

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises.

Is Shopping for a New Checking Account on Your Holiday To-Do List?

What’s left on your holiday to-do list? From purchasing gifts, decorating, or finishing up projects around the house, your list can have a variety of different things on it. As all of these things cost money, it’s an ideal time to check in with your finances and your checking account.

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.