Investing · May 26, 2022

Living Your Dreams Through Life Planning

Building a plan to turn your lifelong dreams into reality doesn't have to be all about dry facts, figures and investment profiles. In fact, life planning done well starts far from your advisor's desk. It starts with your own hopes and dreams.

Living Your Dreams Through Life Planning

Making your dreams a reality starts with a plan. At First Citizens Bank, financial planning isn't all dry facts and figures. It's about you, your dreams and helping you make the best decisions today to get where you want to go tomorrow.

Whether you're planning for a new home, college, retirement or something else, our online tool guides you through the steps to establish obtainable goals, address any concerns you have, and develop a plan that's easy to understand—and designed to change with you and your goals as life goes on.

Intuitive tools help define where you are today and where you want your future to go, from current investments to Social Security income to property values, vacations, and beyond.

Then, a powerful algorithm goes to work, comparing over a thousand market scenarios to see how your plan is likely to withstand real-world conditions. You can tailor the plan and see what works to give you the best chance to achieve your dreams.

At the end of the day, you'll have a solid plan with a clear path—as well as a team of advisors to help you every step of the way—towards making your dreams a reality.

Your life, your dreams, your goals. First Citizens Bank—helping you plan today for a bright future tomorrow. To get started, schedule an appointment today.

Insights

A few financial insights for your life

Saving

Be Aware: Health Savings Account Rules Change Over Time

As you reach certain milestones, the rules for tapping the tax advantages of an HSA may change.
These tax-sheltered accounts are growing in popularity, and it's important to understand all the health savings account rules because they shift as you age or reach certain lifestyle milestones.
Retirement

Key Ways to Think About Financial Planning

Here are some fundamental considerations when making a financial plan.
A financial plan helps you stay adaptable and agile while remaining focused on what's most important.
Investing

How to Choose IRA Investments

Learn how to choose IRA investments that align with your personal risk tolerance and support your retirement savings goals.
By understanding the various IRA investment options available and the importance of diversification, you can build a portfolio that supports your long-term retirement savings objectives.

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.

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