Personal Finance

  • Financial & Life Lessons from my Dad

    Jun 18, 2021

    By Kale Terrill, Associate Trust Officer & Wealth Advisor From a very early age, my father stressed the importance of financial prudence and stability. Whenever we went to a store, there was…

    Read more

  • Mark and Ann

    Which "Home Away from Home" is Right for You?

    By Mark Knackendoffel on Apr 16, 2021

    By Mark Knackendoffel, CEO It has now been more than a year since the Covid-19 pandemic began.  I suspect most of us have spent the past twelve months longing to travel and enjoy a vacation without…

    Read more

  • Fraudulent Unemployment Claims: What Can You Do?

    By Mark Knackendoffel on Jan 21, 2021

    Fraudulent Unemployment Claims: What Can You Do? By Mark Knackendoffel, CEO In November, like so many law-abiding citizens, I…

    Read more

  • Graphic showing an ice-covered credit card to represent the concept of "credit freeze"

    Freezing Your Credit

    By The Trust Company on Oct 26, 2020

    An unfortunate side effect of the Coronavirus pandemic is a sharp increase in consumer fraud. According to the Federal Trade Commission, as of this writing, there have been nearly 225,000 reports of…

    Read more

  • 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…

    Read more

  • 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…

    Read more

  • Auto Insurance Companies Providing Refunds to Customers

    By Kristen Buchman on Apr 09, 2020

    In response to the COVID-19 stay-at-home orders across the country, insurance companies are creating auto premium credit programs as…

    Read more

  • 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…

    Read more

  • 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…

    Read more

  • Client Alert: Equifax Breach

    By The Trust Company on Sep 13, 2017

    In response to the recent Equifax data breach, we would like to ensure that all of you, as our clients, are informed and protected. On July 29, 2017 Equifax (one of the three U.S. credit bureaus)…

    Read more