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News & Insights

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Estate Tax Planning Strategies: Direct Gifting, IDGTs, and CRTs

Estate tax planning remains a critical consideration for high-net-worth individuals seeking to minimize tax burdens while maximizing wealth transfer to beneficiaries. Three...
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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...
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Simple Actions Today Can Lead to Positive Financial Results Tomorrow

The Journey of a Thousand Miles… Managing your personal finances can feel like a daunting task. For many of you, that’s where...
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Understanding Market Downturns

Best Defense: Make a Plan and Stick to It Nearly everywhere you turn, from friends and colleagues to cable news shows, you...
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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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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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How Would Working Impact Social Security Benefits?

In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 This raises an interesting question:...
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Stay The Course Amid Market Volatility

Staying the Course Amid Market Volatility

Markets move fast, and headlines can sometimes feel overwhelming. At Trust Point, we’ve navigated all kinds of market conditions for over a...
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