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Financial Planning, Retirement & Wealth Management Insights

Weekly Market Update Cover Photo
August 3, 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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August 2, 2026

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...
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July 31, 2026

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...
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July 30, 2026

What Is a Special Needs Trust? A Complete Planning Guide for Families

A special needs trust (SNT) is a legal trust designed to provide financial support for an individual with a disability while helping...
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July 30, 2026

Protecting Your Finances from Fraud

Tips for preventing, recognizing, and recovering from a scam Present-day scammers have come a long way from the snake oil salesmen of...
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July 30, 2026

Special Needs, Supplemental Needs & Settlement Preservation Trusts FAQs

Why does the trust need a corporate trustee? The purpose of these types of trusts is to improve the quality of an...
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Managing Beneficiary Expectations
July 23, 2026

Managing Beneficiary Expectations and Mistakes to Avoid

For many families, death and money are two of the most uncomfortable topics to discuss. Combine those two topics, and end of...
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July 14, 2026

Financial Planning for Couples

For many couples, some of the most important financial conversations don’t happen for years—not while planning a wedding, but while planning retirement....
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