Financial Planning

Financial Planning for Military Families

By Shelley Carver on Nov 09, 2021

Being a military spouse is like learning a foreign language. You learn to navigate a world full of acronyms and complexities unique to the job. Learning how to translate these into civilian life can…

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Should You Consider Refinancing Your Home?

By Samantha Varacalli on Nov 02, 2021

Reasons for Refinancing Thinking about refinancing your home? Or maybe you don’t even know if that is something you should consider. In this article, we will discuss a few reasons why refinancing…

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Breaking Down the CARES Act

By Katie Seay on Apr 03, 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…

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2020 Federal Tax Deadline Postponed

By The Trust Company on Mar 25, 2020

Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by…

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Unclaimed Property Searches Can Pay Off

By Kristen Buchman on Feb 21, 2019

Every month our firm completes an unclaimed property search for our clients. It’s always gratifying to hear from our clients after they’ve received our notification that an extra $100 is out there…

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Young Adults Living at Home: What the Census Bureau Says

By The Trust Company on Jul 25, 2017

If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a recent U.S. Census Bureau study, it is: One in three…

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What to Know Before Becoming Self Employed

By The Trust Company on Feb 03, 2017

Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However,…

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Key Retirement and Tax Numbers for 2017

By Polly Reynolds on Jan 05, 2017

KEY RETIREMENT AND TAX NUMBERS FOR 2017 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions…

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3 Ways to Finish the Year Well Financially

By The Trust Company on Dec 22, 2016

With the new year fast approaching, you may already be thinking about what you can do in the coming months to start it off on the right foot. As you do that, keep these three things in mind;…

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Gifting, Gift-Tax-Free

By Katie Seay on Dec 09, 2016

With the end of the year fast approaching, we are all in the hustle and bustle of holiday shopping, parties and the general busyness that seems to always accompany the holiday season. This is also a…

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