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Your Retirement Planning Newsletter

4th Quarter 2021

  • Master these Social Security lessons to get a more realistic view of your retirement
  • Follow these three tips to help reach a state of happiness on a daily basis
  • Knowing the different types of investment risk can help you cope with market volatility

3rd Quarter 2021

  • Five-point inspection to help keep your retirement plan’s motor running smoothly
  • Tips to help you identify common phishing scams and take steps to avoid trouble
  • A fresh approach to spending can help put some sizzle in your retirement savings

2nd Quarter 2021

  • Cultivating a realistic budget can help you harvest a better financial future
  • Help sustain the environment with these practical money saving tips
  • Thinking of retiring early? Here's what you need to know

1st Quarter 2021

  • Seven age milestones that will impact your retirement planning
  • Celebrate American Heart Month by embracing more fiber in your diet
  • During these uncertain times, 529 plans may make more sense than ever

4th Quarter 2020

  • Careful Planning Can Help You Manage Competing Financial Priorities
  • Consider the Trade-Offs Before Deciding What Age to Begin Taking Social Security Benefits
  • A Short Snooze Can Help Get You Through A Tough Day

3rd Quarter 2020

  • Maintaining a Diversified Portfolio Can Help You Feel More in Control During Uncertain Times
  • Strategies to Help Survive the Ups and Downs of the Market
  • Five Ways to Keep Moving Forward in the Age of Social Distancing

2nd Quarter 2020

  • Go for the Gold: Investing in Your Retirement Plan
  • You are What You Eat: 3 Popular Diet Lifestyles Offer New Ways to Approach How You Eat
  • Spring Cleaning: 8 Tips for Tidying Up Your Personal Finances

1st Quarter 2020

  • Your Retirement Super Bowl: A Strategic Saving Plan is the Key to Victory.
  • Cashing Out on Bad Spending Habits
  • Take Five: Five Easy Ways to Reduce Stress

4th Quarter 2019

  • Student Debt Putting Retirement on Hold
  • The Lowdown on Health Savings Accounts
  • Retirement in Motion - Tips and Resources Everyone can use

3rd Quarter 2019

  • How the New Tax Law Affects YOU
  • Tap Into Retirement Income Streams
  • Selecting the Right Mix of Investments

 

2nd Quarter 2019

  • Will Your Social Security Benefits Be There When You Need Them?
  • ​Income, Expenses & Withdrawals
  • Converting Your Roth IRA

 

1st Quarter 2019

  • 10 Tips to Boost Savings
  • ​When Cash is King
  • Is There a Secret Formula for Financial Wellness?

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Latest Blog Posts

How Do I Know if a Financial Professional is the Right Fit?

Submitted by First National Trust & Wealth Management on May 26th, 2022

How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough. It pays to shop around to find the right professional for you and your family. Here are some tips to see if a financial professional is a good fit.

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The New Normal Retirement

Submitted by First National Trust & Wealth Management on April 15th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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William & Margaret Trudell 2022-2023 Scholarship Application

Submitted by First National Trust & Wealth Management on February 1st, 2022

The William & Margaret Trudell Scholarship board of trustees is pleased to announce that applications are now being accepted for the 2022-2023 school year for qualified students enrolled at the Iron Mountain campus of Bay College.  Since its inception in 2004, the Trudell Scholarship has provided over $80,000 to over eighty deserving students of the Bay College West Campus.&n

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Iron Mountain, MI 49801

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Menominee, MI 49858

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Marquette, MI 49855

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901 Riverside Plaza
Iron River, MI 49935

 

  Tel: 877-779-2259

Non-deposit investment products, insurance, and securities are NOT deposits or obligations of, insured or guaranteed by The First National Bank & Trust of Iron Mountain, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. First National Trust and Wealth Management does not give tax or legal advice. Consult with your tax and/or legal advisor for information specific to your situation.

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