Blog
Q2-2020 Investment & Wealth Management Update
By The Trust Company on July 30, 2020
Q2 Economic Review Michael Carlisle, Vice President & Investment Committee Chair With all that has taken place since the outbreak of the Covid-19 pandemic, this year seems much longer than...
Discussing Family Finances
By Kristen Buchman on May 21, 2020
As a financial planner, I quickly became an advocate for open communication about finances. Personally, my husband and I had made it a priority in our marriage and I advised my clients on its...
CARES Act: What if Payment is Received for a Deceased Person?
By Katie Seay on May 14, 2020
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law March 27, 2020, provides for direct financial assistance to individuals through “Economic Impact Payments,” which...
2020 Q1 Wealth Management Update
By Michael Carlisle on May 1, 2020
Predicting Beyond COVID-19 By Michael Carlisle, Vice President & Investment Committee Chair Clients and Friends: You’ve no doubt been inundated with information regarding COVID-19 and the...
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Medicare Enrollment in the Time of Coronavirus
By Katie Seay on April 17, 2020
If your 65th birthday is around the corner or you’re retiring soon, it’s time to think about Medicare enrollment. And in these unpredictable times, it’s best to plan further ahead than would normally...
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Auto Insurance Companies Providing Refunds to Customers
By Kristen Buchman on April 9, 2020
In response to the COVID-19 stay-at-home orders across the country, insurance companies are creating auto premium credit programs as result of a decrease in miles driven and auto claims. Companies...
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Breaking Down the CARES Act
By Katie Seay on April 3, 2020
CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency...
Status Update: March 31, 2020
By Mark Knackendoffel on March 31, 2020
To our Valued Client Family: All of us at The Trust Company send our best wishes and hope you are faring well in this challenging time. Many clients have expressed concern for our employees’ welfare...
2020 Federal Tax Deadline Postponed
By The Trust Company on March 25, 2020
Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020....
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An Update from our CEO
By Mark Knackendoffel on March 19, 2020
To our Valued Client Family: Earlier this week we announced several measures we are taking as a company to preserve the health and wealth of our clients, employees, vendors, families and communities...
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