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Transitioning Into Retirement Transition to retirement

Transitioning Into Retirement

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…

U.S Economic Recovery Amid Elections & Vaccine News Market Update

U.S Economic Recovery Amid Elections & Vaccine News

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…

How To Accurately Calculate Social Security Income For Retirement happy senior couple using computer while having a meeting with real estate agent

How To Accurately Calculate Social Security Income For Retirement

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…

The Great Lockdown & Recessions of the Modern Era The Great Lockdown & Recessions of the Modern Era

The Great Lockdown & Recessions of the Modern Era

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…

Benefits of the CARES Act for Individuals Benefits of the CARES Act for Individuals

Benefits of the CARES Act for Individuals

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…

Ignore Your Credit Report At Your Own Risk Ignore Your Credit Report At Your Own Risk

Ignore Your Credit Report At Your Own Risk

March 4, 2020

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…

Discovering and Correcting Errors on Your Credit Report Credit Report

Discovering and Correcting Errors on Your Credit Report

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…

TAKING ACTION: THE SECURE ACT SECURE Act

TAKING ACTION: THE SECURE ACT

January 31, 2020

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…

What is the SECURE Act? SECURE act

What is the SECURE Act?

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…

Make Progress On Your Big Goals This Year with Enlighten Enlighten Blog

Make Progress On Your Big Goals This Year with Enlighten

January 17, 2020

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…

Enlighten™ – Winter 2020 Enlighten Magazine Winter 2020

Enlighten™ – Winter 2020

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…

7 Tips for Choosing a Wealth Management Firm 7 Tips for Choosing a Wealth Management Firm

7 Tips for Choosing a Wealth Management Firm

By Brendan Freeman, President, First Business Trust & Investments Note: This article was first published in Enlighten™ magazine. Download a copy today and you’ll also receive future editions. When choosing…

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