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

Financial Planning, Retirement & Wealth Management Insights

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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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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Financial Planning for Modern Families

Not every family looks the same—and your financial plan shouldn’t either. Today, more and more people are part of families that don’t...
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Wrn 2026 Herpoint 61229

Trust Point Introduces HerPoint to Eau Claire Community

EAU CLAIRE, Wis. — April 29, 2026 — Trust Point hosted the Eau Claire launch event for HerPoint, a women-focused community and...
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What Is Medigap, And Do You Need It 1080x484

What is Medigap, and Do You Need It?

As you approach or reach the age of 65, it’s time to become familiar with your Medicare choices and what the program...
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Can You Recognize Financial Abuse 1080x484

Can You Recognize Financial Abuse?

Imagine this: you take your car in for a repair. When you return to the shop to pick it up, the bill...
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