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...
Building wealth and leaving it to the people we love—it’s a goal many of us share. While the topic can sometimes feel overwhelming, generational wealth doesn’t have to mean vast fortunes. It can be as simple as leaving behind something meaningful—whether it’s enough...
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has advanced its Wealth Advisor and Trust Officer team by promoting five employees in response to continued growth. The series of promotions builds upon the...
A new year is the perfect time to align your money with your goals. The start of a new year naturally inspires fresh goals—healthier habits, organized homes, new adventures. But it’s also an ideal moment to step back and refresh your financial roadmap. Whether...
Recent Comments