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Team News and Honors
6 August, 2018
Jan Nelson, Trust Officer, was installed as a board member of the Red River Estate Planning Council ...
Keeping Things Personal
6 August, 2018
In a world that is becoming faster all the time, there is a tendency to lose a sense of connection o...
Meet Michelle Hoppe
7 May, 2018
Michelle Hoppe is an administrative associate who primarily supports personal trusts. She enjoys spe...
Self-Trustee vs. Corporate Trustee for Your 401(k) Plan
7 May, 2018
Early in my career, I attended a three-day training in the Twin Cities for 401(k) plan administratio...
Charitable Contributions from IRAs
7 May, 2018
<p>When planning your IRA withdrawal strategy, you may want to consider supporting a favorite charit...
Don’t Let Emotions Swing with the Markets
7 May, 2018
<p>It’s no secret that investing is an emotional process. Markets swing and news organizations tak...
What are catch-up contributions?
22 February, 2018
<p>If you are 50 or older, or you will reach age 50 by the end of the year, you may be able to make ...
Meet Denise Lies
22 February, 2018
Denise Lies is a senior administrative associate who primarily supports retirement plan administrati...
Are 529 college savings plans a good way to save for college?
22 February, 2018
Yes, they can be an excellent way to save for college. College savings plans are established by stat...
Caring for Your Aging Parents
22 February, 2018
Caring for your aging parents is something you hope you can handle when the time comes, but somethin...
Building Trust in Our Business
22 February, 2018
People often say the one constant in our lives is change. This has certainly been true in the financ...
Giving to Charities in 2018
22 February, 2018
“I am not going to give to charity in 2018 because I can no longer receive a tax deduction for my ...
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