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Retirement Plan Restatement
4 May, 2021
Business Services
Every six years the Internal Revenue Service (IRS) requires certain qualified retirement plans to be...
Meet Naomi Schempp
4 May, 2021
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
Financial Planning & Investments, Trust & Estate
Adapted from Broadridge Investor Communication Services If you care about what happens to your money...
Onward
2 February, 2021
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
Financial Planning & Investments
With many other things going on in November, it was easy to miss when the IRS issued new life expect...
Retirement Plan Limits for 2021
2 February, 2021
Business Services, Financial Planning & Investments
The Internal Revenue Service (IRS) has set inflation-adjusted limits for IRAs and company-sponsored ...
HTC Team News and Honors
2 February, 2021
HTC Updates
Dustin Sobolik recently earned his Certified Financial Planner (CFP) designation. Dustin completed a...
Meet Ethan Linder
2 February, 2021
HTC Updates
Meet Ethan Linder Ethan is one of our newest employees, having joined the team less than five months...
Balancing Work and Family
2 February, 2021
Uncategorized
Adapted from Broadridge Investor Communication Services At one time, the typical American family loo...
30 Years: Our Core Culture Has Stayed The Same
3 November, 2020
Uncategorized
Well, HTC has passed another milestone – 30 years. According to the US Bureau of Labor Statistics,...
What is a Trust Officer?
3 November, 2020
Trust & Estate
To understand who a trust officer is and what they do first requires that you understand what a trus...
What’s the Deal With Interest Rates?
3 November, 2020
Financial Planning & Investments
As I write this, I just got a mortgage for 2.75%, my student loans are about to get refinanced at 1....
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