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HTC Team News and Honors
10 February, 2022
HTC held our annual staff retreat in January at the Plains Art Museum. During this event, we review ...
Meet Renee Hobbs
10 February, 2022
Meet Renee Hobbs Renee Hobbs is an administrative associate for trust and personal accounts at HTC. ...
What is a SIMPLE IRA Plan?
10 February, 2022
Shara Fischer, Wealth Management Officer Heartland Trust offers two of the most common types of empl...
Endurance
1 November, 2021
Brian Halverson – President One of the most legendary expeditions was led by Sir Ernest Shackl...
Should You Pay Off Your Mortgage or Invest?
1 November, 2021
By Dustin Sobolik, CFP® – Investment Officer One question I’m often asked by clients is wha...
401(k) Loans: How Do They Work?
1 November, 2021
By Jana Samek, Relationship Manager – Qualified Plans Having access to a 401(k) plan through your ...
HTC Team News & Honors Q4 2021
1 November, 2021
Jan Nelson again served on the YWCA Cass Clay Chocolate Fantasy planning committee. This event benef...
Meet Lori Theis
1 November, 2021
Meet Lori Theis Lori Theis is a compliance associate at Heartland Trust. She makes sure all reports ...
Choosing a Beneficiary for Your IRA or 401(k)
1 November, 2021
Adapted from Broadridge Investor Communication Services Choosing a Beneficiary for Your IRA or 401(k...
Grateful
3 August, 2021
As you read this quarter’s newsletter, you will notice many exciting changes going on at Heartland...
Comparing Compensation
3 August, 2021
If you’re considering a job change, salary is one important factor. But it’s also vital to look ...
When Does an Estate Go Through Probate?
3 August, 2021
Whether you have a last will and testament or not, your estate may have to go through the probate pr...
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