Ask a Trust Officer Archives - Central Trust Company

The Sandwich Generation, Part I: Protecting Your Parents’ Financial Future

December 15, 2023
Ask a Trust Officer

Discover helpful strategies “sandwich-ers” can utilize when providing assistance and guidance to those they care about, while also balancing and protecting their own financial nest eggs in this two-part series.

Is U.S. Cash Still King?

November 2, 2023
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While no one can predict the future, the dollar is still the most dominant reserve currency in the world. Learn about its impact on global economics, alternatives, and potential scenarios in this insightful analysis.

Medicare 101: The Basics

October 23, 2023
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Prepare for Medicare's Annual Open Enrollment: What You Need to Know. Get a comprehensive overview of Medicare, including important changes for 2023, and make informed healthcare coverage decisions.

What It Means to Be a Fiduciary

October 10, 2023
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When choosing your team of trusted advisors to manage your hard-earned money and investments, always verify that they adhere to the fiduciary standard.

Ask a Trust Officer – Children & Money

August 12, 2021
Ask a Trust Officer

Regardless of the age of your children, the first step in educating them about finances is communicating what money means to you.

Ask A Trust Officer – Residency Tax Trap | Central Trust

October 2, 2019
Ask a Trust Officer, Videos

Regardless of the age of your children it is important to educate them about money and the concepts of earning, spending, saving, investing, and giving.

Ask a Trust Officer – I Have a Will, Why Do I Need A Trust?

April 9, 2019
Ask a Trust Officer, Videos

Having a will doesn't always mean you can avoid probate, but having a trust can be beneficial in avoiding it.

Ask a Trust Officer – 401(k) Protection Programs – Central Trust

March 5, 2019
Ask a Trust Officer, Retirement

The success of your retirement depends largely on what you do with the money in your qualified retirement plan.

How to Survive Tax Season | Central Trust

January 9, 2019
Ask a Trust Officer, Tax Planning, Videos

In this edition of "Ask a Trust Officer," Jill Dobbs, CFP® explains how getting organized now can save you a lot of time and stress as tax season officially kicks off.

Helping Yourself After the Loss of a Spouse | Central Trust

July 10, 2018
Ask a Trust Officer, Videos

One of the biggest causes of family arguments after the passing of a loved one is who gets the inheritance. By talking to your children about this early on, you are likely to avoid squabbles and provide meaning to what you are leaving behind.