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What is Wealth Management?

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What is Wealth Management?

What is Wealth Management?  As we begin another year, we thought we’d take the opportunity to introduce ourselves.  Often, when...

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Recent Blog Posts

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What is a Bail Bondsman Scam?

What is a Bail Bondsman Scam?             Scammers are now using very realistic ways to try and lure you in to give them money or information. The latest scam involves the scammer impersonating...

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Bail Bondsman, Bail Bondsman Scam, FRAUD, Scams

New Year, New Financial Goals
New Year, New Financial Goals

New Year, New Financial Goals First Citizens Bank is committed to bringing you the most up-to-date products and services. As we begin the new year, it is time to set new financial goals. Don’t wait, now is the perfect time to take control of...

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MONEY MANAGEMENT, new financial goals

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When Should I Start Taking Social Security?

Considering taking Social Security in 2022?  Consider this first. In October, the Social Security Administration (SSA) confirmed the cost-of-living adjustment (COLA) will increase by 5.9% in January.  With a 5.9% increase to...

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social security

End of Year Charitable Giving
End of Year Charitable Giving

November is National Gratitude month and what better way to show gratitude than through charitable giving. Research shows that people who practice gratitude every day are not only happier but also healthier. So, if you were looking...

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charitable giving

Attending to Year End Tax Planning
Attending to Year End Tax Planning

At the end of the year, it’s important to think about taxes and year-end tax planning.  We’re going to discuss a few things to consider as you weigh potential tax moves before the end of the year. if you might be in a lower tax...

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Do You Have an Emergency Fund?
Do You Have an Emergency Fund?

If the last 18 months has taught us anything it’s that the unexpected can happen at any time, including unexpected debts due to losing a job or losing a home to a natural disaster, not to mention unforeseen healthcare costs due to the pandemic. That’s...

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EMERGENCY FUND, SAVINGS

Business Financial Checkup
Business Financial Checkup

It is common practice for individuals to have annual health physicals. But what about our finances? It’s also a good practice to have an annual financial check-up, and that applies to both your personal finances as well as your business’...

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business, business financial checkup

Creating a Vision for Your Retirement
Creating a Vision for Your Retirement

What comes to mind when you daydream about retirement? Is it travel? Time with family? Less responsibility? While it may be easy to conjure up these images, too often the planning stops with the daydream and we fail to really think through...

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Investment, RETIREMENT

What is a Money Mule Scam?
What is a Money Mule Scam?

Scammers may try to use you to move stolen money. If you help them, you could be what law enforcement calls a money mule. Money mule scams happen several ways. The story often involves scams related to online dating, work-at-home jobs, or prizes. This...

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MONEY MULE SCAM

which documents should you keep or shred
What Documents are Safe to Shred?

First Citizens recognizes the importance of document security and disposal. That’s why we are hosting Shred Days on Friday, September 10 and Tuesday, September 14, 2021. Click here for locations and times. You will have the opportunity to securely...

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ESTATEMENTS, IDENTITY THEFT, PERSONAL INFORMATION