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Financial & Investing Resources

First PREMIER Bank

 

Financial articles and resources to help you manage your money wisely.
For more information contact an investment advisor.

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Investing

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.

 

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Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.

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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.

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Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.


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Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks.

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Tax Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

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Tax Resources

Click here for forms, explanations, and other tools to help you manage your taxes.


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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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Questions?

Our investment advisors make investing easy, with helpful advice and turnkey online service. 
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Disclosure

{1} Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:

  • Not FDIC/NCUSIF insured
  • May lose value
  • Not financial institution guaranteed
  • Not a deposit
  • Not insured by any federal government agency.


Check the background of our investment professionals on FINRA’s BrokerCheck

Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.