Patience Is a Virtue
Everyone has heard the saying “good things come to those who wait” or maybe you’ve heard of the marshmallow test given to children. Likewise, delayed gratification is a major part of investing. Chasing an asset class that just had a winning period or selling one that experienced a losing streak can wreak havoc on a […]
Updating Our Software to Serve You Better
Technology is always changing. To keep clients and employees satisfied, businesses need to strike a balance between staying up-to-date without constantly changing the way business is done. At Heartland Trust Company, we are always looking for ways to improve our technological footprint while keeping your information secure. In 2018, we transitioned to new trust accounting […]
Tips for Protecting Your Identity
Data breaches seem to be inevitable these days. When they happen, your personal and financial information can be compromised leaving you feeling vulnerable. While you can’t control the manner in which your personal data is safeguarded by others, you can make it more difficult for criminals to use your personal information to cause you harm. […]
Office Remodeling Project Complete
If you stopped by Heartland Trust Company this summer, you probably saw our mess. Our office underwent a full remodel, adding new carpet, paint, building updates, and several new offices to accommodate our growing staff. Half of the building was done at a time, leaving space at a premium at times. We pulled through and […]
A Simplified Mission
Our mission statement is clear and simple: “to provide a lifelong commitment to the well-being of those we serve.” Living out the spirit of that mission is more complex. As a trust company, we offer guidance whether you are saving for retirement, living in retirement, or needing to follow a document after a triggering event […]
Upgrades to Your Online Account
We wanted to follow up on some information you may have received earlier this summer. If you have a trust, agency, IRA, or investment account with Heartland Trust Company, you have the ability to access your account online. AccuNet, the vendor we use to establish this online account, has upgraded its website. In July, an […]
How can I crack down on robocalls?
You may not mind a robocall if it provides a helpful announcement from your child’s school or an appointment reminder from a doctor’s office. But sadly, criminals often use robocalls to collect consumers’ personal information and/or conduct various scams. Newer “spoofing” technology displays fake numbers to make it look as though calls are local, rather […]
Ordering Your Affairs
Ole bravely took the news From his old M.D.. The doctor hemmed & hawed a bit, Then said, “Just look at me. I’ve been your friend these many years And this is what I see.
Keeping Things Personal
In a world that is becoming faster all the time, there is a tendency to lose a sense of connection or personal interaction. For example, the personal banking industry makes it easy for us to forgo a visit to the bank to make a deposit or withdrawal, pay a bill, or sign a document. We […]
Building Trust in Our Business
People often say the one constant in our lives is change. This has certainly been true in the financial industry. It’s hard to keep track of who’s who and who’s where. What is the bank or insurance company’s new name? Which broker is with which firm, and in which office are they located? This leads […]
