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Estate planning the right way: Don’t overlook these 3 aspects

Estate planning is essential to securing your future, but many people focus primarily on the basics while overlooking other crucial aspects.

3 solutions for successfully climbing the wealth ladder

Nick Maggiulli's three solutions for climbing the wealth ladder can help you improve your financial life while growing your wealth.

Simplifying the One Big Beautiful Bill Act

First National Wealth Management

Now that the Congressional arm-wrestling match has concluded and President Trump has signed the One Big Beautiful Bill into law, you may be wondering how the provisions within its pages will impact you.

What is risk tolerance in investing, and why does it matter?

By knowing your risk tolerance in investing, you can better understand your strategy and what to expect during market drawdowns.

Modeling joy in work to perpetuate a family business

From my earliest memories, I had the benefit of watching my dad go to a job every day that he loved. Somehow, from that young age, this impressed upon me that love of your work is all too rare. Wouldn’t I be lucky to join this family business and find that same passion?

Enhanced catch-up contributions in 2025 to maximize your retirement savings

First National Wealth Management

Enhanced catch-up contributions in 2025 are providing older workers an exciting opportunity to maximize your retirement savings.

Benefits of working with a financial advisor to improve your investment strategy

First National Wealth Management

Just like with home improvement projects, there are clear benefits to working with a professional. A financial advisor can help you increase investment performance, minimize taxes, and more.

Beyond the numbers: How to unlock the potential of your personal financial statement

When you hear the term “personal financial statement,” it’s likely you think of columns of numbers, a balance sheet, and net worth calculations. While the data itself is important for managing personal finances, the true value of a personal financial statement (PFS) goes far beyond the numbers.

Retirement timeline for tax-saving opportunities, other retirement benefits

First National Wealth Management

Are you stashing away the most money possible in your employer’s retirement plan? Contributing the maximum to your individual retirement account (IRA)? What about your Health Savings Account (HSA)? Do you know when you can and when you are required...

Roth vs. traditional: Choosing the best retirement account for my situation

First National Wealth Management

Deciding whether a Roth or traditional account is best for you is a very personal experience. Differences in income, retirement expectations, and state tax treatment will all be determining factors in your choice. In a previous blog post, we discussed...

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