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LEARNING CENTER | Providing a Deeper Understanding

Investments

Our portfolio managers help take the complexity out of investing, and provide you with insights into the markets and current investment topics.

Trust & Estate Planning

Our trust officers address common questions and issues related to trusts and estate planning.

Tax Center

Our tax center has valuable information including filing dates, form availability, and insights related to in depth tax topics.

Financial Planning

Learn more about how financial planning can help you determine when you can retire and if you will be able to sustain your current spending habits.

Retirement Plan Services

Learn more about your fiduciary responsibility as a retirement plan sponsor.

RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

CTC ATO Children And Money
Ask A Trust Officer – Children and Money
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.
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Do-I-Have-Enough-Money-to-Retire
Do I Have Enough Money to Retire?
There are many things to take into consideration to answer this question.
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What-Does-Financial-Planning-Mean
What Does Financial Planning Really Mean?
Financial planning has become a financial services industry term that encompasses many things, and can be confusing if it is not placed in proper context.
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Proposed Legislation Could Change Retirement Plans
The "Setting Every Community Up for Retirement Enhancement" bill was passed by the House on May 23 and could drastically change the rules of retirement.
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RPS Meeting
Selling a Business – Tax Planning Considerations for the Seller
Selling a business can be complicated and daunting – and may bear substantial tax consequences.
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The Central View Q2 2019
Join us for a look at this quarter's insights into the markets and the economy.
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ATO-I-Have-A-Will-Why-Do-I-Need-A-Trust
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.
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ATO 401(k) Protection Plans
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.
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Building Tax-Free Wealth
Building Tax-Free Wealth With Tax Reform and Down Markets
Long-term investors could benefit from the stock market pullback and changes to the tax code to build significant tax-free wealth.
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ATO-How-to-Survive-Tax-Season
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.
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Tax Form
2018 Year-End Tax Planning Considerations
Sweeping changes made by the Tax Cuts & Jobs Act to individual, business, and trust & estate tax law require careful consideration and planning to avoid surprises at tax time.
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Retirement Couple In Car
IRS Announces 2019 Retirement Plan Contribution Limits
Covers cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
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