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Financial Planning, Retirement & Wealth Management Insights
June 22, 2026
Trust Point Named Best Investment Firm in La Crosse County
We’re excited to share that we’ve been voted “Best Investment Firm” through Best of La Crosse County 2026. This recognition is a...
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June 22, 2026
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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June 15, 2026
What is “Vishing?”
Voice Cloning Scams Are on the Rise You’re busy with your workday when you get an unexpected call from a familiar voice:...
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June 8, 2026
SECURE 2.0 AMENDMENTS: What Plan Sponsors Need to Know
As part of SECURE 2.0, several new optional provisions are available for 401(k) plans beginning in 2027. These provisions are intended to...
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June 8, 2026
Annuities vs. Mutual Funds
When saving and investing for retirement, there are many things to consider to meet your financial goals. At Trust Point, we are...
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May 31, 2026
Trust Beneficiary Rights and Frequently Asked Questions
If you’ve recently been listed as a beneficiary for a trust, then you may have a couple of questions. Many beneficiaries know...
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May 26, 2026
First Year of Retirement: What to Expect
There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute....
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May 19, 2026
Trust Point Young Professionals Explore Growth Through Discomfort at Q2 2026 Event
The Trust Point Young Professionals (TPYP) met in Minneapolis on Tuesday, May 12th for their second quarter 2026 event. The theme for...
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