January 31, 2022
What is Wealth Management? As we begin another year, we thought we’d take the opportunity to introduce ourselves. Often, when people hear “Wealth Management” they are not exactly sure what that means. The reality...
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December 20, 2021
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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November 29, 2021
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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October 25, 2021
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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September 20, 2021
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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August 23, 2021
We all lead busy lives, but women tend to place our family and work needs before our own. We are excellent at managing our daily lives, but many times fail to take the time to consider our future financial needs. Statistics show men...
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July 26, 2021
Our vision at First Citizens Bank is to inspire financial well-being for everyone. We use the term “financial well-being” to refer to your comprehensive financial health. Part of financial health...
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June 28, 2021
Our vision at First Citizens Bank is to inspire financial well-being for everyone. We use the term “financial well-being” to refer to your comprehensive financial health. Preparing for the future when you won't be here...
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May 24, 2021
For many Americans, the idea of an unanticipated expense, like a car breaking down, is cringeworthy. If you had to come up with $5000 today to pay for a car repair, how would you feel? Are your palms sweating? What if instead of your car needing a repair,...
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April 26, 2021
Parents and grandparents often ask our team, “What are the best ways to save for college?” Despite escalating costs, and the debate as to whether a four-year degree is worth it, having a college education continues to open many doors to success....
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December 20, 2021
When Should I Start Taking Social Security?
