Key factors to consider and questions to ask before committing to a financial partner Choosing a financial advisor is one of the most important decisions you’ll make on your path to financial security. Whether you’re just starting to build wealth, planning for...
Considering a Roth conversion? It could be a smart strategy to take advantage of current tax conditions and strengthen your long-term retirement plan. Download our flyer to find out if it might be the right move for you. Still...
After 24 years of dedicated service, John J. Gonner, Chief Investment Officer at First Community Trust (FCT), is stepping into retirement at the end of May. Throughout his remarkable career, John has been a steady, guiding presence—shaping FCT’s investment philosophy,...
Many of us name beneficiaries when establishing a retirement account, but we often forget to review them. Keeping your beneficiaries up to date ensures your assets go to the right people and prevents unintended complications. A common misconception is that an...
Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family’s future. As first seen on Retirement Daily on TheStreet. By Lisa Grefe, Wealth...
DUBUQUE – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, announced the promotion of Jenna Walleser to the position of Chief Investment Officer (CIO), effective April 1, 2025. For the past three years, Walleser...
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