Tri-Star Trust
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    ABOUT

    History

    Who We Are

    Higher Purpose

    Conscious Capitalism

    Giving Back

    Sponsorships and Charitable Contributions

    Board of Directors

    SERVICES

    Wealth Management

    Financial Planning

    401(k) Solutions for Businesses

    Non-Profits
    Trust Administration

    Michigan Chamber 401(k) (MiMEP)

    TEAM

    Meet the Team

    Careers

    NEWS

    Newsletter

    Market News

    Tri-Star News

    CONTACT

    Saginaw

    Lansing

    Midland

    Frankenmuth

    Contact Us

    ACCOUNT ACCESS

    User Guide

    Privacy Policy
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    Articles/Blogs

    The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)
    Article: "Why Conscious Capitalism" by Gene Pickelman,
    Tri-Star President and CEO (published August 2020, Michigan Bankers Association)

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    Financial Planning Newsletters

    Get tips from your financial coaches as Tri-Star experts discuss the key concerns that many clients have about their financial lives.

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    2022 Financial Planning Tips

    October 2022: Fall is in Full Swing, and so is School
    August 2022: What You Can Do To Ensure a Profitable Future
    June 2022: How a Financial Plan Helps You Endure Market Volatility

    2021 Financial Planning Tips

    May 2021: The Biggest Financial Pressures Facing Retirees
    February 2021: A Checklist to Help You Manage Your Money

    2020 Financial Planning Tips

    November 2020: Regulation Best Investor
    June 2020: Michigan Auto Insurance Changes to Personal Injury Protection Coverage
    April 2020: Investment Planning “Steps to Take Since the Sports World Is Closed”
    January 2020: Retirement Plan Changes

    2019 Financial Planning Tips

    July 2019: Instilling Good Financial Habits in Children
    April 2019: Estate Planning Must-Dos

    Archives

    Inheriting Retirement Accounts
    Roth IRAs
    Tax Cuts and Job Act Summary
    Identity Theft
    College Planning
    State of Retirement
    Health Savings Account
    4% Withdrawal Rate
    Health Insurance Option
    Protecting Your Identity
    Social Security Policy
    Age Isn’t Just a Number
    Cost of Healthcare
    A Rising Economic Force
    Digital Assets
    Caring for Your Elderly Parents
    Emergency Fund
    Decanting
    401(k) Plan Loans
    Planning in an Uncertain Tax Environment
    Social Security Options
    Planning for Retirement
    Year-end Tax Planning
    Key to an Effective Estate Plan
    Retirement Spending
    Financial Planning in a Changing World
    Recipe for Financial Success
    Higher Taxes
    Financial Planning for Women

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    Market News

    Stay current with what’s happening in the financial market with our monthly summaries and other articles of interest selected by Tri-Star’s investment partner, financial counselors, and more.

    2023 Monthly Outlooks

    January 2023
    February 2023
    March 2023

    2022 Monthly Outlooks

    December 2022
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    August 2022
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    2021 Monthly Outlooks

    December 2021
    November 2021
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    August 2021
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    2020 Monthly Outlooks

    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020

    2019 Monthly Outlooks

    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
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    March 2019
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    January 2019

    2018 Monthly Outlooks

    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018

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    What's Happening in Our World

    Tri-Star Trust Announces the Promotions for Kyle Chapple, Shelby Miller-DuFort, and William Zank (February 2023)

    We're Moving! Tri-Star Trust's Lansing Office is Moving to the Stadium District (December 2022)

    Andy Bethune Joins the Tri-Star Team (October 2022)

    Bob Rathbun Joins the Tri-Star Team (March 2021)

    Tri-Star Trust Promotes Jonathan Pickelman to Vice President, Relationship Manager  (March 2021)

    Becky Carrier Takes Position as Investment Manager and Trust Officer (January 2019)

    Kara Francke Takes Position as Relationship Assistant (November 2018)

    Jordan Waier Takes Position as Financial Planning Assistant (August 2018)

    Steven Hill Takes Position as Vice President and Investment Officer (August 2018)

    Tri-Star Announces CEO Retirement (June 2018)

    Joe VanderKelen Joins Tri-Star Board of Directors (March 2018)

    Tri-Star Promotes Jenny Diederich to Employee Benefits Assistant (February 2016)

    Jane Hagen Earns New Credential (February 2016)

    Jenny Diederich Joins Tri-Star Trust Team in Midland (October 2015)

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    The Joys of Giving

    CARES Act Highlights with Rachelle Kell

    The Culture of Tri Star 2020

    Tri-Star’s Ben Bakken on Fox 47

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    Saginaw

    (989) 921-0010
    1004 N. Michigan Ave.
    Saginaw, MI 48602

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    Lansing

    (517) 827-0045
    500 E. Michigan Ave., Ste 110
    Lansing, MI 48912

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    Midland

    (989) 492-7620
    200 E. Main St., Suite 100
    Midland, MI 48640

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    Frankenmuth

    (989) 652-6600
    160 S. Main St., Suite 2
    Frankenmuth, MI 48734

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