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Meet Denise Lies
22 February, 2018
HTC Updates
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
Financial Planning & Investments
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
Financial Planning & Investments
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
Uncategorized
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
Financial Planning & Investments
“I am not going to give to charity in 2018 because I can no longer receive a tax deduction for my ...
IRA and Retirement Plan Limits for 2018
15 December, 2017
Business Services, Financial Planning & Investments
The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100 p...
Will I have to pay tax on my investment income?
15 December, 2017
Financial Planning & Investments
Answer: The taxation of your investment income depends on several factors, including the type of inv...
Meet Mary Carlson
15 December, 2017
HTC Updates
Mary Carlson is a senior administrative associate who works primarily with personal trusts. She also...
Tax Moves to Review Before Ringing in the New Year
15 December, 2017
Financial Planning & Investments
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year....
We Strive to Serve You Well
15 December, 2017
Uncategorized
In an effort to stay engaged with those we serve, we are excited to launch our new company newslette...
More Than a Trust Company
15 December, 2017
Business Services, Financial Planning & Investments, Trust & Estate
Before I joined Heartland Trust Company, I knew about its great reputation in our community and thro...
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