Wealth Insights

Helping you navigate your financial future

INTEL

Fiduciary risk in spotlight as ERISA cases rise

Recent ERISA lawsuits highlight ongoing fiduciary risk for retirement plan sponsors.
Legal experts have noted a recent uptick in ERISA lawsuits over the past year. As a result, plan sponsors should commit to disciplined governance practices.
Podcasts

Co-CEOs on growth and a lasting legacy

Hear how two sisters rebuilt their family delivery business and now operate in eight states.
Co-CEOs of ExpressIt Delivery Andi Shaughnessy and Danielle Carter shared how they took over their family-owned business and rebuilt it from survival mode to operating in eight states.
INTEL

Temporary tax deduction for overtime pay

See how a new temporary tax deduction for overtime compensation may affect your business in 2026.
The new overtime deduction introduces a substantial reporting obligation for employers who must supply detailed information to help employees document their claims.
Planning

New year planning guides

Our 2026 wealth planning guides are here. Start the year with top strategies to navigate today's complex financial landscape.
In our 2026 wealth planning guides, individuals and business owners will find comprehensive wealth planning strategies covering the economy, housing and jobs.
Planning

Financial strategies for multigenerational households

Family culture can play a big role in financial planning. See how multigenerational households adapt.
The motivation for living together often shapes the way a family approaches financial planning.
Business Planning

An enduring partnership caring for seniors

See how ThriveMore and First Citizens partner to serve the senior community throughout North Carolina.
The banking relationship between ThriveMore and First Citizens spans more than five decades. It has been rooted in collaboration and a shared purpose from the beginning.
Podcasts

Business ownership in 2025: Navigating change

Learn from 2025 survey findings on how business owners are navigating change, adapting to uncertainty and planning for the future.
Business owners are adapting with confidence, and many are even investing in growth.
INTEL

IRS tax changes coming in 2026

The IRS published its annual changes to tax provisions. See how the new 2026 tax brackets may affect your tax plans.
Numerous tax adjustments are taking effect in 2026—driven by inflation adjustments and OBBBA amendments.
Business Planning

Survey: The state of business ownership in 2025

Discover key insights from our survey of 500 business owners on the forces shaping entrepreneurship in 2025.
Even as economic pressures mount, business owners are continuing to demonstrate confidence, control and resilience.
Planning

The state of American wealth in 2025

Get insight into how wealthy Americans are growing, managing and safeguarding their money in 2025.
Wealthy Americans are expanding income sources and diversifying their portfolios, yet many are also facing retirement gaps and unfinished estate plans. Stress levels are high, but so too is the willingness to adapt.
Podcasts

2025 wealth insights: Explore key findings

In part one of our Beyond Wealth miniseries, we unpack key findings from our 2025 study of wealthy Americans.
Whether you're refining your approach or setting new goals for the year ahead, this episode offers a real-world look at how your peers are adapting.
Estate Planning

Help ensure your parents' legacy is protected

Start the conversation early to help aging parents make informed financial, legal and care decisions.
It pays to start discussions early with your parents to see that their plans are up to date and well documented.
INTEL

Changes to retirement plan contributions

Catch-up contributions for workplace retirement plans are changing for many higher-income employees.
The IRS has issued final regulations implementing SECURE 2.0 Act provisions that change how catch-up contributions work in employer-sponsored retirement plans.
Business Planning

From family legacy to lasting growth

Sisters Andi Shaughnessy and Danielle Carter joined First Citizens Wealth's Building More Than Business podcast live in Boston to share lessons in growth, purpose and legacy.
Andi and Danielle work with the First Citizens Wealth team of financial partners dedicated to helping ExpressIt navigate change and implement sound financial solutions.
Podcasts

Choosing between a DAF and a foundation

Compare the flexibility, control and tax impacts of donor advised funds and private foundations.
A donor advised fund is like an earmarked account, and a private foundation is more akin to running another company.
Philanthropic and Charitable

A guide to donor advised funds

Donor advised funds can add significant tax benefits, flexibility and privacy to your giving plans. Here's how they work.
For those looking to amplify their philanthropic impact, donor advised funds are an increasingly popular option thanks to their flexibility, low administration costs and streamlined giving.

Showing 1 - 16 of 115 results

Showing 1 to 16 of 115 results

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