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General Inquiry 800-658-9474 401(k) Employee Inquiry 800-716-3742

Financial Planning, Retirement & Wealth Management Insights

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The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Social...
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Weekly Market Update

Each week we will offer a very brief market update to help keep you informed on the latest. Want the latest delivered...
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HerPoint by Trust Point Wins a Prestigious 2026 Content Marketing Award

The Content Marketing Institute (CMI) just announced Trust Point won a 2026 Content Marketing Award for Best Community Building Campaign for the...
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What Is Direct Indexing

What Is Direct Indexing? Benefits, Tax Strategies, and How It Works

What is Direct Indexing? Direct indexing is an investment strategy where you own individual stocks selected to closely track an index, such...
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Living Trust Vs Will

Living Trust vs Will: Key Considerations for Planning Your Estate

Wondering whether you need a will or a living trust? Both wills and living trusts help transfer assets to your loved ones,...
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Why Working with Your Spouse on Financial Planning Offers Security

In her over two decades working in the financial industry, Trust Point’s Christine Schmidt, CFP®, has seen a gradual shift in women’s...
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Trust Point Named a 2026 Finance & Commerce Empowering Women Honoree

Trust Point is proud to announce that we have been named a 2026 Finance & Commerce Empowering Women Honoree, recognizing our commitment...
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What Is a Special Needs Trust? A Complete Planning Guide for Families

A special needs trust (SNT) is a legal trust designed to provide financial support for an individual with a disability while helping...
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