First Citizens Bank

The fear of running out of #retirement savings is real and relatable, but worrying doesn’t change the numbers in your accounts. These six tips may help ease your mind: https://bit.ly/4cNTDYW #FinancialPlanning

Details matter when you’re applying for a U.S. Small Business Administration (SBA) loan. That's why we've created our SBA Loan Guide for Small Businesses. Review all those important details and learn more about the process here: https://bit.ly/3YZWqLm

This Women’s Equality Day – marking 104 years since U.S. women secured the right to vote – we honor the accomplishments of the women we work with and serve. Hear Pinnacle Communications Group CEO Sonya Morales-Marchisillo discuss how First Citizens Bank Equipment Finance worked with her to help build her business: https://wi.st/4duD2ut

Our #BeyondWealth study shows that 53% of affluent Americans are either somewhat stressed or very stressed about their finances. See how our financial planning services can help keep you at ease: https://bit.ly/3T3smL8

Nerre Shuriah, J.D., LL.M, CMAA and Phillip Neuhart discuss the financial planning process, the uniqueness of this election cycle, and the potential policies that could impact financial planning strategies. Watch the full discussion here. https://bit.ly/4dWQnLM

According to our #BeyondWealth study, the top three reasons affluent Americans initiate a relationship with a financial advisor are to grow their wealth, prepare for retirement and create a financial plan. See how our advisors can help you fulfill your financial goals: https://bit.ly/4dS69Ys

The Corporate Transparency Act (CTA) of 2021 became effective January 1, 2024, and it impacts many small businesses in the U.S. If you own or have a qualifying interest in affected businesses, there are specific actions required by January 1, 2025, to ensure compliance and avoid penalties. Learn more here: https://bit.ly/4dSLlA5 For information purposes only. For specific advice, please consult a legal or compliance professional.

The ABF Journal recently sat down with Peter Bristow + Marc Cadieux to chat about the strategic alignment between SVB and First Citizens Bank. Peter: “Over the last 125 years, First Citizens has always focused on the relationship side of businesses...SVB is 100% the same way, doing different things but absolutely focused on being a trusted advisor and relationship builder.” Read the full article: https://lnkd.in/gDQfg6cJ

Business email compromise is a scam where cybercriminals use tactics like impersonation, account takeover and social engineering to steal money or extract sensitive information from organizations. Is your business ready to defend against these schemes? https://bit.ly/3XcuWkt

Thank you to American Banker for naming First Citizens as the best performing large bank over the last three years. Read more in AB’s recent article, which includes an exclusive interview with First Citizens Chairman and CEO Frank Holding, Jr. on the bank’s steady growth following our acquisition and integration of Silicon Valley Bank: https://bit.ly/4fW6tHg (subscription required) #ForeverFirst