News | Trust Point | La Crosse, Eau Claire, Minneapolis

October 2, 2023

Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...

September 25, 2023

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...

Two elderly individuals looking at a computer making a retirement income plan

September 25, 2023

5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...

September 19, 2023

Investment Strategy Basics: What to Know

Securing a strong financial future requires making smart investments. With so many ways to approach investing, it can be difficult to find...

Images from Trust Point's 110 hours of volunteering day

September 14, 2023

Trust Point Marks its 110th Anniversary by Committing to a Remarkable 110 Hours of Employee Volunteer Time in One Day

La Crosse, WI – Trust Point, a leading wealth management firm, is proud to announce its Employee Volunteer Day, a day dedicated...

September 13, 2023

Shred Event to Return Again This Fall

Shredding confidential documents not only helps to protect personal information, but also helps improve the environment through recycling efforts. Confidential Records will...

retired couple discussing required minimum distributions

September 11, 2023

Understanding Required Minimum Distributions

401(k) retirement plans and traditional individual retirement accounts (IRAs) offer attractive tax breaks that serve to encourage people to save and invest...