By Dave Shaw, Senior Vice President – Wealth Advisor If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period…
By Nancy Johnshoy, CFA, Portfolio Manager & Market Strategist As we have said many times, the coronavirus and the economy are very closely linked. Full economic recovery is likely not…
By Kevin Pomarnke, CTFA, MBA, Wealth Advisor WHY ESTIMATE YOUR SOCIAL SECURITY BENEFITS? When you’re planning for retirement, figuring out how much you’ll receive from Social Security is an important part…
Read "How To Accurately Calculate Social Security Income For Retirement"
By Nancy Johnshoy, CFA, Vice President – Market Strategist Starting back in early 2018, investors began fretting over the potential advent of a recession, preoccupying over potential signs and signals…
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law, creating a $2T stimulus to the U.S. economy to combat the fallout…
A while back in my career, I was working on a mortgage loan for a long-term client who had a very common name, and I noticed the client’s credit score…
Written By Anthony Ursetti, Wealth Advisor It’s a great idea to step into a new decade feeling financially healthy. A footprint of your financial history, your credit report is reported…
Read "Discovering and Correcting Errors on Your Credit Report"
As a CERTIFIED FINANCIAL PLANNER™ I’ve always gotten a lot of questions from friends and family about financial issues. Lately, though, the popular topic seems to be the new SECURE…
By Jennifer Verbrigghe, Vice President – Trust Advisor It is well documented that many Americans are woefully under-prepared for retirement. Most employers do not offer the defined benefit pension plans…
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…
Read "Make Progress On Your Big Goals This Year with Enlighten"
Enlighten is a semi-annual magazine from First Business Trust & Investments, the private wealth management division of First Business Bank. In this issue, our team provides financial tips on how…
By Brendan Freeman, President – Private Wealth Note: This article was first published in Enlighten™ magazine. Download a copy today and you’ll also receive future editions. When choosing a wealth…
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