Covid Update November 2020
Tri-Star Trust Preparedness and Response Plan (June 3, 2020)
COVID-19 Legislation Summary from Tri-Star Trust (March 27, 2020)
Tri-Star Trust, COVID-19 (March 24, 2020)
Closing Normal Access to Offices (March 18, 2020)
Tri-Star Trust, COVID-19 (March 16, 2020)
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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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.
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December 2020November 2020October 2020September 2020August 2020July 2020June 2020May 2020April 2020March 2020February 2020January 2020
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December 2018November 2018October 2018September 2018August 2018July 2018June 2018May 2018April 2018March 2018February 2018January 2018
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 GivingNovember 24, 2020
CARES Act Highlights with Rachelle KellJuly, 2020
The Culture of Tri Star 2020October, 2020
Tri-Star’s Ben Bakken on Fox 47July, 2020
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