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Financial Planning with Heartland Bank

Our Wealth Management Division is here to help you grow, protect and transfer your assets. Learn more about how our team can work with you to establish an effective financial plan to achieve your financial goals.

Dollars & Sense Blog

15 Tips to Keep Your Data Private

In a technology-centered world, keeping your information and finances safe can seem like an impossible task. To better protect you, we’ve put together a quick guide on how to control who sees your data.

Why a Total Return Trust?

Among the reasons clients utilize trusts as their estate planning tool of choice are: avoiding probate, maintaining privacy, or minimizing income and estate taxes. The primary attraction, typically, is the desire to maintain direction and control over assets after they pass.

The COVID Business Cycle

It is no surprise the COVID-19 Pandemic caused both the United States economy and the global economy to come to a screeching halt early in 2020.