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Comparing Compensation
3 August, 2021
By Kevin Wangen
Financial Planning & Investments
If you’re considering a job change, salary is one important factor. But it’s also vital to look ...
When Does an Estate Go Through Probate?
3 August, 2021
By Kevin Wangen
Trust & Estate
Whether you have a last will and testament or not, your estate may have to go through the probate pr...
HTC Team News and Honors
3 August, 2021
By Kevin Wangen
HTC Updates
Sheryl Bernier retired after 31 years at Heartland Trust Company. Sheryl was employee #2 at H...
Meet Kari Skauge
3 August, 2021
By Kevin Wangen
HTC Updates
Kari Skauge is the new kid on the block at Heartland Trust. She came onboard this quarter as our com...
Understanding Gift and Estate Taxes
3 August, 2021
By Kevin Wangen
Financial Planning & Investments, Trust & Estate
Adapted from Broadridge Investor Communication Services If you give away money or property during yo...
Confirmation
4 May, 2021
By Kevin Wangen
Uncategorized
Spring is a wonderful time of year. Snow melts, flowers bloom, docks, and boats are placed in the wa...
Planning for Physicians: Managing Contributions Between a 401(k), 457(b)
4 May, 2021
By Kevin Wangen
Business Services, Financial Planning & Investments
As many of our readers likely know, the Federal government provides strong incentives for saving for...
Retirement Plan Restatement
4 May, 2021
By Kevin Wangen
Business Services
Every six years the Internal Revenue Service (IRS) requires certain qualified retirement plans to be...
Meet Naomi Schempp
4 May, 2021
By Kevin Wangen
HTC Updates
Naomi is a native of Garrison, North Dakota, and she has called Fargo home since 2002. She works on ...
Wills: The Cornerstone of Your Estate Plan
4 May, 2021
By Kevin Wangen
Financial Planning & Investments, Trust & Estate
Adapted from Broadridge Investor Communication Services If you care about what happens to your money...
Onward
2 February, 2021
By Kevin Wangen
Uncategorized
We have all been confronted with challenges over the past 10 months. Whether we needed to find a n...
IRS Updated Life Expectancy Tables
2 February, 2021
By Kevin Wangen
Financial Planning & Investments
With many other things going on in November, it was easy to miss when the IRS issued new life expect...
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