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Planning for Earned Income in Retirement Adapted from Broadridge Investor Communication Services
Adapted from Broadridge Investor Communication Services If you’re like a lot of people, retirement won’t be the world of gardening, golfing, traveling, and tennis you once envisioned. Rather, ...
Is a Trust Right For You?
We have all heard the horror stories about families being torn apart after their parents pass away. Brothers, sisters, and long-lost family members who have spent years in court fighting over land, mo...
HTC Team News and Honors
Jennifer Johnston and Missy Zarak attended the Lady Boss retreat in Nisswa, Minnesota, in early March. Ethan Linder, Jennifer Johnston, Kevin Wangen and Lori Theis participated in the annual Bowling f...
Meet Kevin Wangen
Meet Kevin Wangen Kevin Wangen is the wealth management associate at HTC. He holds a finance degree from North Dakota State University, from where he graduated on the same day he got married. Tell us ...
What is My Net Worth?
You probably know what net worth means, but do you know what your net worth is? Knowing this number can help you get a better picture of your financial situation. Remember: this number represents one ...
Finding Balance
Brian Halverson – President When you match a strong work ethic with a society that doesn’t promote balance, a person can get lost in the day-to-day grind of trying to keep up. Without balance,...
All About Credit Scores
Adapted from Broadridge Investor Communication Services It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become ...
Retirement Plan Limits for 2022
Jana Samek, Retirement Services – Relationship Manager The Internal Revenue Service (IRS) has set inflation-adjusted limits for IRAs and company-sponsored retirement plans for 2022. While some of th...
HTC Team News and Honors
HTC held our annual staff retreat in January at the Plains Art Museum. During this event, we review the previous year and provide expectations for the future....
Meet Renee Hobbs
Meet Renee Hobbs Renee Hobbs is an administrative associate for trust and personal accounts at HTC. Tell us about yourself. I grew up in the small town in south-central North Dakota and graduated from...
What is a SIMPLE IRA Plan?
Shara Fischer, Wealth Management Officer Heartland Trust offers two of the most common types of employer-sponsored retirement plans: 401(k) and SIMPLEs. Both types of plans have many of the same featu...
Endurance
Brian Halverson – President One of the most legendary expeditions was led by Sir Ernest Shackleton from 1914-1916. On a ship rightfully named Endurance, he led a journey known as the Imperial Tr...