TrustWell Insights
January 1, 2025
By Brett Freese Finding joy and purpose in the seasons of life: My wife (Susan) and I are sometimes asked for parenting advice now that our […]
December 1, 2024
By Tanner Doudna As the end of the calendar year approaches, charitable giving is often top of mind. During this time, hearts soften towards giving and […]
November 1, 2024
By Tanner Doudna The IRS announced today the new, higher contribution limits for 2025. A great new rule for savers is being implemented back from late […]
October 1, 2024
By Brett Freese What you focus on expands! Both my boys are currently attending college and away from home. However, while they lived at home there […]
September 1, 2024
By Bradley Miller Do you have clarity on how your investment plan fits into you overall financial plan and life plan? Over the years of serving […]
August 1, 2024
By Chris Daunhauer I shudder when I think of the many thousands of miles I rode with my parents in old cars and trucks that were […]
July 1, 2024
By Brett Freese Return on Life There is no denying that investment returns over a long period of time impacts one’s level of success in achieving […]
June 1, 2024
By Tanner Doudna Health expenses are often one of our largest monthly bills. Between insurance premiums, doctor’s visits, etc., it’s […]
May 1, 2024
By Bradley Miller Our goal of caring for our clients and delivering value drives us to work hard to understand their financial dreams and what concerns […]