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Fall is the Time to Plan for Year-End Giving
16 September, 2024
Financial Planning & Investments
Fall is a perfect time to tidy up – and this also applies to making your final plans for 2024 gift...
Decoding RMDs: A Guide to Understanding Required Minimum Distributions
16 September, 2024
Business Services
WHAT ARE RMDs? Required Minimum Distributions (RMDs) are a gentle nudge from Uncle Sam. The governme...
Investing in Boring Assets is Good Business
3 June, 2024
Financial Planning & Investments
Looking past the headlines of the stock rallies of companies focused on artificial intelligence (Mic...
Checking Under the Hood
3 June, 2024
Financial Planning & Investments
How to Perform a Six-Step Maintenance Checkup on Your Retirement Plan ADAPTED FROM EPIC RETIREMENT...
Meet Hannah Lorentz
3 June, 2024
HTC Updates
TELL US ABOUT YOURSELF I grew up in rural Minnesota near Dent, surrounded by the serene countrys...
From Every Direction
3 June, 2024
Business Services, Financial Planning & Investments
In a world where headlines bombard you from every angle, it is easy to feel overwhelmed. From multip...
HTC Team News and Honors
3 June, 2024
HTC Updates
Anniversaries At Heartland Trust, our relationships go beyond colleagues; we consider ourselves a ...
Financial Wellness in the Workplace
5 March, 2024
Financial Planning & Investments
Financial wellness programs are increasingly recognized as vital components of an employer’s c...
State of the Business Address
5 March, 2024
Uncategorized
One thing we have started doing recently on a quarterly basis at Heartland Trust Company is a State ...
Reasons to Look at Your Estate Plan
5 March, 2024
Trust & Estate
The new year is a great time to revisit items you may have been putting off. One item you should tak...
Meet Jon Benson
5 March, 2024
Uncategorized
Tell us about yourself I was born and raised in Moorhead and attended Concordia College with a doubl...
HTC Team News and Honors
5 March, 2024
HTC Updates
Employee Highlights Soup Cookoff We thoroughly enjoy our culinary events at HTC! To kick off the new...
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