News & Resources
Choosing the Advisor that’s Right for You.
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...
Is a Roth conversion right for you?
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...
A Career of Commitment: Reflections from FCT’s Chief Investment Officer, John J. Gonner
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,...
The Importance of Keeping Beneficiaries Updated
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...
Avoid Probate & Protect Your Family: Comprehensive Estate Planning Tips
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 Advisor and...
Jenna Walleser Promoted to Chief Investment Officer
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 has...
Building Generational Wealth: A Practical Guide
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...
First Community Trust Announces Round of Promotions to Build Upon Growth
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...
Understanding Your 401(k) Rollover Options
Planning for retirement is essential, and managing your 401(k) effectively is a key part of the process, especially when transitioning between jobs. There are several options for handling your 401(k), each choice with its own benefits and considerations. Download our...
Decades of Freedom: How Longevity Can Impact Your Retirement
How long will your retirement last if you stop working at age 60? There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot. These days, retirement can last at least 20 to 25 years if you retire at 60. That’s around a decade...