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Investing in Boring Assets is Good Business
Looking past the headlines of the stock rallies of companies focused on artificial intelligence (Microsoft), high-powered computer chips (Nvidia), and obesity drugs (Eli Lilly, Novo Nordisk), there is...
Checking Under the Hood
How to Perform a Six-Step Maintenance Checkup on Your Retirement Plan ADAPTED FROM EPIC RETIREMENT SERVICES Review Your Goals and Plans: Each year you should ask yourself if you’re on track to r...
Meet Hannah Lorentz
TELL US ABOUT YOURSELF I grew up in rural Minnesota near Dent, surrounded by the serene countryside. Being the only girl between two brothers, I quickly learned to keep pace with them. My childhoo...
From Every Direction
In a world where headlines bombard you from every angle, it is easy to feel overwhelmed. From multiple ongoing overseas conflicts, the federal deficit increasing, to inflation and interest rates, ther...
HTC Team News and Honors
Anniversaries At Heartland Trust, our relationships go beyond colleagues; we consider ourselves a family. Supporting our team and contributing to their futures are integral parts of our mission. Tha...
Financial Wellness in the Workplace
Financial wellness programs are increasingly recognized as vital components of an employer’s comprehensive benefits package. More than half of the employers who have initiated such programs have...
State of the Business Address
One thing we have started doing recently on a quarterly basis at Heartland Trust Company is a State of the Business address. We dedicate time every quarter to be with our entire team to 1) reflect and...
Reasons to Look at Your Estate Plan
The new year is a great time to revisit items you may have been putting off. One item you should take care of sooner rather than later is reviewing your estate plan. In order to help you start the yea...
Meet Jon Benson
Tell us about yourself I was born and raised in Moorhead and attended Concordia College with a double major in Business Administration and English Writing. I am blessed to have been married for over...
HTC Team News and Honors
Employee Highlights Soup Cookoff We thoroughly enjoy our culinary events at HTC! To kick off the new year, we hosted a soup cookoff. Our winners: 1st Place: Jace Gilleshammer (knoeph...
Thankful
As the holiday season approaches and the year draws to a close, it’s the perfect time to reflect on the things that matter most. At Heartland Trust Company, we are overwhelmed with gratitude for...
The Charitable Trust As A Tax Smart Giving Strategy
The largest generation in history, the Baby Boomers, are aging and over the next 30 years, this will result in the largest transfer of wealth ever experienced in the USA. An estimated $30 trillion is ...