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Explore our archive of insights for your financial plan

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Retirement Considerations for Every Life Stage

Building a secure retirement can be a top priority for your comprehensive financial plan. Here's how to plan for retirement at each life stage.
At almost every stage of life, contributing funds to your retirement plan on a consistent basis can build wealth.
Archive

Estate Planning Documents To Consider

Understand what types of documents you need for estate planning.
The five documents discussed in this article serve as the foundation for an estate plan.
Archive

5 Strategies to Kickstart Your Financial Plan

Learn five strategies to help kickstart your financial plan in this webinar replay.
Whether your goals are for yourself, your family, or your children, taking the time to write them down may help you stay on track.
Archive

How IRA Rollovers and IRA Transfers Differ

Do you know the difference between how an IRA rollover and an IRA transfer work? There are tax implications, so it's important to know which is best for you.
Knowing the errors people often make with IRA rollovers and transfers can help you avoid problems during the process.

Tammy Harrison

IRA Specialist

Archive

What's Your Retirement Number?

Planning for retirement is no easy task. Here's what you'll need to consider when estimating your retirement income needs.
A common and simple way to start retirement planning is to calculate a percentage of your current income.
Archive

Understanding Blockchain and NFTs

While NFTs are still a growing and changing field, we can explain the groundwork and discuss some trends for where they may be heading.
NFTs are going to change the way we determine and validate ownership of our collectibles, art, property and more.
Archive

Webinar Replay: Cryptocurrency 101

Curious about cryptocurrency? In this webinar, T. Penn Nugent, Manager of Portfolio Strategy Group, talks through the basics.

T. Penn Nugent

CFP®, Manager of the Personal Portfolio Strategy Group | SVP

Archive

Cryptocurrency and Taxation

As interest around cryptocurrency continues to mount, it's important to know the possible tax implications that may arise.
While cryptocurrency may still feel new, and has many risks, it's here to stay.
Archive

How High Inflation Impacts Your Year-end Plan

Inflation was on the rise in 2021. Here's how to factor that into your financial plan.
As with any financial plan, making a snap judgment based on the news is never the right thing to do.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Archive

Financial Planning Strategies for a Volatile Market

In the face of market uncertainty and low interest rates, here are 5 strategies to consider when creating your financial plan.
In volatile market conditions, it’s never wise to act abruptly.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Archive

Donor-advised Funds and Charitable Giving

Learn how donor-advised funds can help you accomplish charitable-giving goals while taking an immediate tax deduction.
Contributions to donor-advised funds are treated as a gift to a 501(c)(3) charity, therefore the deduction is the fair market value of the asset contributed.

Hank Dunbar

Charitable & Philanthropic Services Manager

Archive

Planning for Higher Income Taxes

Here's how to adjust your financial plan in the face of potential tax increases.
In times of uncertainty, your greatest asset is having a solid financial plan that helps flatten the ups and downs.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Archive

2021 Year-End Planning Guide

Review your financial plan and consider options to protect your wealth with our 2021 Year-End Planning Guide.

Nerre Shuriah

JD, LLM, CM&AA | Senior Director of Wealth Planning

Archive

Ways to Protect Yourself From Cybercriminals

It's easier than ever to be vulnerable to cyberattacks. Here's how to identify and safeguard yourself from falling victim to cybercrime.
Cyber attackers are adept at playing on emotions to create a sense of urgency through fear or excitement.
Archive

Do You Need Long-Term Care Insurance?

While long-term care may not seem like an imminent need, it's never to early to consider your options.
A long-term care event is not only a financial threat but an emotional one than can destroy any legacy plans and overwhelm a family into making hurried decisions from a place of panic.

Kelly Sullivan

Manager of Life Insurance Sales, VP, First Citizens Center

Archive

Learn How to Manage Your Non-Financial Assets

Financial and estate planning guidance can help you achieve your goals and effectively manage your non-financial assets.
Often your most valuable investment, real estate is complex, time-consuming and requires specialized expertise to handle.

Showing 17 - 32 of 43 results

Showing 17 to 32 of 43 results

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.

Insurance products offered in California are offered by First Citizens Investor Services, Inc., d.b.a. FCIS Insurance Solutions, Agency #6001908.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

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