Trump accounts have been all over the news since they were announced in 2025. But what are they, and how do they work? Many people have been understandably confused. Now that accounts are live as of…
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Financial education isn’t a one-time conversation. It’s an ongoing process that evolves as your child grows. From counting coins to understanding credit, each stage presents meaningful opportunities…
Identifying Scam Tactics and Financial AbuseBy: Mackenzie Blakeslee, Vice President & Director of Financial PlanningBy: Rylee Fann, Financial Planning InternHave you or a loved one ever been the…
At The Trust Company, we often say our work is about walking alongside clients through life’s biggest decisions. For me, one of the most important influences in how I approach that responsibility has…
The Trust Company Investment Committee: (L to R) Grant Kohlmeier, Katie Seay, Michael Carlisle, Preston Schotte, Mark Knackendoffel, & Toby…
What is a credit report?A credit report is a detailed record of your credit history. Your credit report could be considered your “Financial Transcript.” Maintained by credit reporting agencies or…
By: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair THE…
As we observe President's Day, it offers a unique opportunity to reflect not only on the leadership and legacies of the United States' Commanders-in-Chief but also on the substantial impact…
In the dance of life, love and finances are often intertwined in a delicate balance. As Wealth Advisors and Certified Financial Planners, we've seen firsthand how managing finances can either…
2023 Markets in ReviewBy: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair…
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