Questions To Ask Before You Retire
Do you have unanswered questions about retirement? I’m telling my clients who are close to retirement...
Perspectives On Investing
Enlighten Magazine - Issue 2
Discover insights from Enlighten, also a semi-annual print magazine, developed by First Business Bank's Private Wealth team. Each edition features articles with wealth-building tips and techniques, offering strategies and stories to help you achieve your own idea of financial success.
What’s Next for Your Finances?
This issue of Enlighten magazine from First Business Bank's Private Wealth team equips readers with valuable financial insights for investing, retirement, and selling a business. The articles offer expertise on prudent investing, key considerations for those nearing retirement, steps to improve overall finances, and guidance on business succession planning. Authored by the team's top experts who deliver personalized service, articles from this issue of Enlighten magazine provide approachable, expert advice to help readers chart the proper financial course and safeguard their wealth through the years ahead.
A Collection of Articles on Investing, Retirement, and Succession Planning
10 Steps to Improve Your Finances This Year
Every year, we make resolutions and set goals to improve our overall well-being.
Business Succession Planning: When Selling Makes Sense
One of my most important jobs as an advisor to a closely held business owner is helping the owner figure...
Discovering and Correcting Errors on Your Credit Report
Whether you pay your bills on time, how many credit cards you have, and any loans or bankruptcies are all on your credit report...
Setting Financial And Investment Goals
Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money...
Your Retirement Strategy: Why, Where, When, And How
If you are thinking about retirement, the first important question to ask yourself is, “Why?”