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Make Progress On Your Big Goals This Year with Enlighten

Written by Brendan Freeman, President - Private Wealth

I always admire and appreciate the optimistic energy that surrounds each new year. Acknowledging last year’s experiences, creating fresh goals and action plans, and setting off on a positive course to improve is impressive. With high aspirations, we hope to achieve as much as possible – a truly human characteristic.Brendan Freeman

At First Business, we’re always looking at how to get it right for clients, and I think this new issue of Enlighten magazine is a prime example.

Months ago, as we planned this issue, I had that shiny new year optimism in mind. And not only is it a new year, it’s a new decade. We chose articles in this issue to help you with your financial goals as well as pulling back the curtain to give you an inside look at our investments group, our experience, and how we operate.

If you’re looking for ways to improve your overall financial health, Portfolio Manager & Investment Team Lead Brad Howe outlines ten ways you can do that. Part of any annual financial wellness evaluation should include reviewing your credit report, so make sure to read Wealth Advisor Anthony Ursetti’s article about the best ways to correct any errors. If you’re a business owner operating without a succession plan, Trust Advisor Christine Walschmidt, J.D., writes about when selling makes sense and steps to take.

Many of our clients are business owners, and many of their “normal” days involve navigating unforeseen challenges. From before dusk until well after dawn, they are engrossed in the daily details of running the business, so making progress on large goals can feel insurmountable.

As we navigate the crowded fitness centers and approach this new decade each with our own personal optimism, my hope is that you find something in this issue of Enlighten that spurs you to take action to improve your financial wellbeing. Whether it’s as small as evaluating your credit cards or a life- changing decision to sit down with us to begin your business ownership transition, working toward your goals is a step in the right direction. I’m honored that we continue to earn your trust to help you grow and protect your wealth.

Note: This is the second edition of our semi-annual wealth management publication, so if you missed the first one, please speak with your First Business representative and they’ll bring you a copy.

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