Articles

People often say the one constant in our lives is change. This has certainly been true in the financial industry. It’s hard to keep track of who’s who and who’s where. What is the bank or insura...

“I am not going to give to charity in 2018 because I can no longer receive a tax deduction for my gift.” This was the comment shared while I discussed the new 2018 tax laws with a development offi...

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100 percent of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for t...

Answer: The taxation of your investment income depends on several factors, including the type of investment income you have (e.g., tax exempt, ordinary, capital gain, or tax deferred). If you have mun...

Mary Carlson is a senior administrative associate who works primarily with personal trusts. She also is a huge sports fan and makes a fabulous Christmas Eve Lasagna. Below she shares a few things abou...

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Reserve time to plan. Effective planning requires that you have a good understanding of your cur...

In an effort to stay engaged with those we serve, we are excited to launch our new company newsletter. We hope we can provide some insightful information to simplify your life, whether you’re tappin...

Before I joined Heartland Trust Company, I knew about its great reputation in our community and throughout the region. I admired this award-winning organization and its dedicated people, but like many...