Financial Education Center

Special Needs Trust

David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses strategies for maximizing support funding for disabled individuals.

Could You Be Responsible for Your Parents' Nursing Home Bills?

Learn more about filial responsibility laws and why it's important to have a long-term care plan in place for your family.

Four Questions on the Roth Five-Year Rule

Four Questions on the Roth IRA-A Roth IRA has its advantages for your overall retirement strategy. Find out four topics that may impact your distribution’s tax status.

Managing Your Workplace Retirement Plans

If you take advantage of a workplace retirement plan, you've taken a big step on the road to retirement, but it's important that you understand your plan and what it can do for you.

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Plan ahead of time and review these steps to help reduce negative financial impact when there's market volatility.

Will vs. Trust: Know the Difference

Read the primary differences in a will versus a trust and how they compare.