Financial Education Center

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.

Are There Parallels Between Tom Brady’s Success and Sound Portfolio Management?

Parallels can be drawn between Tom Brady’s success and longevity to sound portfolio management best practices.

Wealth Management Strategies | Preparing For Retirement

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.

Wealth Management Strategies | Saving For Retirement

David Frederick, Director of Client Success and Advice at First Bank, discusses saving for retirement during different stages of life in this month's Wealth Management video.

Financial Literacy Month 2021: Are You on Track to Financial Wellness?

April is National Financial Literacy Month, or a month set aside to highlight the importance of sound financial behaviors. Financial literacy is understanding and employing financial skills, such as budgeting, debt management, and investing.

A Few Simple Ideas to Reduce Income Tax

Though the official tax filing deadline has been pushed back to May 17, 2021 April still has the honorable distinction of being considered “tax month” in the hearts and minds of most Americans.