Heartlandtrust.com

Retirement Planning

WEBAt Heartland, we make sure you know all of your options for retirement planning. There are methods for saving for the future through your employment, through …

Actived: 5 days ago

URL: https://heartlandtrust.com/personal-services/retirement-planning/

Learn how to manage your retirement

WEB4 To estimate your sources of income, include such things as Social Security benefits, pensions, veterans’ benefits, royalties, rents from investment

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Is a Trust Right For You

WEBWe have all heard the horror stories about families being torn apart after their parents pass away. Brothers, sisters, and long-lost family members who have spent …

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Learn how to prepare for retirement

WEB4 According to the Employee Benefit Research Institute and Greenwald & Associates’ 2019 Retirement Confidence Survey, 30% of retirees found that their overall expenses were …

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Heartland Trust, Author at Heartland Trust Company

WEBAdapted from Broadridge Communication Services. Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, …

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Learn about caring for an elderly parent

WEB4 Aging America More than a hundred years ago, about 3 million Americans were over the age of 65. Today, there are more than 51 million. Americans are living longer, healthier

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Learn about your Social Security benefits

WEB3 For most people, Social Security represents a significant source of retirement income— replacing about 40% of an average worker’s income, according to the Social Security

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What is My Net Worth

WEBYou probably know what net worth means, but do you know what your net worth is? Knowing this number can help you get a better picture of your financial …

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Inflation Doesn’t Retire When You Do

WEBThe need to outpace inflation doesn’t end at retirement; in fact, it becomes even more important. If you’re living on a fixed income, you need to make sure your …

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Don’t Let Emotions Swing with the Markets

WEBIt’s no secret that investing is an emotional process. Markets swing and news organizations take full advantage to pump their ratings and incite fear, oftentimes without …

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Jan Nelson, Trust Officer, Author at Heartland Trust Company

WEBHere at Heartland Trust Company, we are proud of the great reputation we have built in the community over the last 30 years. We know that if we do business the …

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Learn about caring for an elderly parent

WEB3 What is eldercare? As the average life span in the United States increases, eldercare is becoming a fact of life for many Americans. Simply stated, eldercare encompasses

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Broadridge Investor Communication Solutions, Author at …

WEBAdapted from Broadridge Investor Communication Services. If you’re like a lot of people, retirement won’t be the world of gardening, golfing, traveling, and tennis you …

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Employment Opportunities

WEBA minimum of 2 years of prior experience in trust administration and a minimum of 1 year of prior experience in legal, trust accounting, or CPA is preferred. Benefits include health, …

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Learn about estate planning

WEB2 The importance of a good estate plan Estate planning is vital for ensuring that your property is distributed according to your wishes and that any taxes, fees, and work

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Learn about estate planning

WEB4 •Minimize the taxes and expenses that may be incurred in settling your estate. • Provide sufficient cash to meet the estate’s expenses and avoid the forced sale of assets. • …

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