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Financial Insights for Every Stage of Life

Whether you’re preparing for retirement, managing your wealth, or planning your legacy, our educational resources are here to help you stay informed and ease your planning. Explore our blog, videos, downloadable guides and interactive tools below.

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Gain some quick insights on key financial topics, such as the following, in these popular videos:

Resources to Help Retire with Confidence

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Planning Resources for a More Secure Tomorrow

Explore the Trust Point Magazine

The Trust Point Magazine is packed with insights and stories to help you simplify and secure your wealth, including the following articles and many more.

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Employee Resources

Target Date Funds

Single Profiles

Emerj360 Educational Resources: Blogs, Videos, Webinar Recordings

Retirement Calculator

Try Our Retirement Calculator Take the Retirement Lifestyle Quiz

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Employer Resources

Plan Sponsor Web Guide – Guide for accessing your portal and making changes
Retirement Plan Services – Complete look at all Trust Point has to offer for your business and your employees!
Video: Retirement Plan & 401(k) Services | How We Partner with Business Owners
Video: Your Complete 401(k) Solution – If you are a business owner, don’t miss this video!
3 Ways to a Better 401(k)
Access Your Plan Sponsor Statements Online
Getting Started with Your New Retirement Plan Platform (Video Overview)

Financial Planning, Retirement Planning, and Wealth Management Insights

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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...

Why Working with Your Spouse on Financial Planning Offers Security

In her over two decades working in the financial industry, Trust Point’s Christine Schmidt, CFP®, has seen a gradual shift in women’s...

Trust Point Named a 2026 Finance & Commerce Empowering Women Honoree

Trust Point is proud to announce that we have been named a 2026 Finance & Commerce Empowering Women Honoree, recognizing our commitment...