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General Inquiry 800-658-9474 401(k) Inquiry 800-458-9111

Financial Planning, Retirement & Wealth Management Insights

Best Of La Crosse County 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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Weekly Market Update Cover Photo

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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What Is Vishing Thumnail

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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US Capital with blue sky

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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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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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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First Year Of Retirement What To Expect

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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Tpyp Q2 2026 Blog

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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