The Central View Q3 2020
In the latest edition of The Central View, our investment team dives into their thoughts on the economy, valuations, the upcoming election and our portfolio positioning as we navigate through Q3 2020.
Financial Planning for Business Owners
To us, financial planning is not an event. It is an exercise that helps capture a consolidated, global review of your financial situation leading to the creation of a living document.
The Central View Q2 2020
Join our investment team for look at this quarter's insights into the markets and the economy.
Trust Services Beyond the Investment Realm
What’s unique about working with Central Trust Company is that we can advise you about our many service offerings outside of just the investment realm.
Ask A Trust Officer – Residency Tax Trap
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?
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
The success of your retirement depends largely on what you do with the money in your qualified retirement plan.
Ask a Trust Officer – How to Survive Tax Season
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.
Ask a Trust Officer – Helping Yourself After the Loss of a Spouse
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.
Should You Use Your Retirement to Pay for College?
The cost of college is on the rise and how to pay for it is an age old question, but before you dip into your retirement fund there are some things you should know.