Compliance Calendar (2025)
Election Year (2024)
Getting to Know Your Student Loans (2024)
Navigating Market Corrections: Insights and Reassurance (August 2024)
Optimize Your 401(k) (2024)
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)
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.
Tri-Star Trust Announces Promotions of Trust Officers, VP, and SVPS (January 2025)
Tri-Star Trust Announces Promotions of Associates (January 2025)
Tri-Star Trust Announces the Promotion of Mason Sarosi (May 2024)
Frankenmuth Celebrates 20 Years! (March 2024)
Tri-Star Trust Announces Promotions (February 2024)
Tri-Star Trust Announces the Promotions for Anthony Taylor, Melanie York, Lee Reimann, and Steven Hill (January 2024)
Tri-Star Trust Announces the Retirement and Succession Plan for CEO Co-Founder and President (April 2023)
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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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
