By Jana Samek, Relationship Manager – Qualified Plans Having access to a 401(k) plan through your ...

Jan Nelson again served on the YWCA Cass Clay Chocolate Fantasy planning committee. This event benef...

Meet Lori Theis Lori Theis is a compliance associate at Heartland Trust. She makes sure all reports ...

Adapted from Broadridge Investor Communication Services Choosing a Beneficiary for Your IRA or 401(k...

As you read this quarter’s newsletter, you will notice many exciting changes going on at Heartland...

If you’re considering a job change, salary is one important factor. But it’s also vital to look ...

Whether you have a last will and testament or not, your estate may have to go through the probate pr...

  Sheryl Bernier retired after 31 years at Heartland Trust Company. Sheryl was employee #2 at H...

Kari Skauge is the new kid on the block at Heartland Trust. She came onboard this quarter as our com...

Adapted from Broadridge Investor Communication Services If you give away money or property during yo...

Spring is a wonderful time of year. Snow melts, flowers bloom, docks, and boats are placed in the wa...

As many of our readers likely know, the Federal government provides strong incentives for saving for...