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)
Get tips from your financial coaches as Tri-Star experts discuss the key concerns that many clients have about their financial lives.
Sign up for our newsletter and we’ll email current topics and useful information.
Do not send secure, private or non public information via email.
October 2022: Fall is in Full Swing, and so is SchoolAugust 2022: What You Can Do To Ensure a Profitable FutureJune 2022: How a Financial Plan Helps You Endure Market Volatility
May 2021: The Biggest Financial Pressures Facing RetireesFebruary 2021: A Checklist to Help You Manage Your Money
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
July 2019: Instilling Good Financial Habits in ChildrenApril 2019: Estate Planning Must-Dos
Inheriting Retirement AccountsRoth IRAsTax Cuts and Job Act SummaryIdentity TheftCollege PlanningState of RetirementHealth Savings Account4% Withdrawal RateHealth Insurance OptionProtecting Your IdentitySocial Security PolicyAge Isn’t Just a NumberCost of HealthcareA Rising Economic ForceDigital AssetsCaring for Your Elderly ParentsEmergency FundDecanting401(k) Plan LoansPlanning in an Uncertain Tax EnvironmentSocial Security OptionsPlanning for RetirementYear-end Tax PlanningKey to an Effective Estate PlanRetirement SpendingFinancial Planning in a Changing WorldRecipe for Financial SuccessHigher TaxesFinancial Planning for Women
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.
January 2023February 2023March 2023April 2023May 2023
December 2022November 2022October 2022September 2022August 2022July 2022June 2022May 2022April 2022March 2022February 2022January 2022
December 2021November 2021October 2021September 2021August 2021July 2021June 2021May 2021April 2021March 2021February 2021January 2021
December 2020November 2020October 2020September 2020August 2020July 2020June 2020May 2020April 2020March 2020February 2020January 2020
December 2019November 2019October 2019September 2019August 2019July 2019June 2019May 2019April 2019March 2019February 2019January 2019
December 2018November 2018October 2018September 2018August 2018July 2018June 2018May 2018April 2018March 2018February 2018January 2018
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)
The Joys of Giving
CARES Act Highlights with Rachelle Kell
The Culture of Tri Star 2020
Tri-Star’s Ben Bakken on Fox 47
(989) 921-00101004 N. Michigan Ave.Saginaw, MI 48602
(517) 827-0045500 E. Michigan Ave., Ste 110Lansing, MI 48912
(989) 492-7620200 E. Main St., Suite 100Midland, MI 48640
(989) 652-6600160 S. Main St., Suite 2Frankenmuth, MI 48734
Subscribe to receive an email when a new podcast episode airs.