3/8/2010  51% MAY STRUGGLE IN RETIREMENT

A recent survey projects that 51% of Americans may spend their retirement in reduced living standards. The percentage has risen 5% in the last two years, and does not include health care or long-term care costs.

3/3/2010  Your Annual Review

Daylight Savings Time brings many reminders to change our smoke alarm batteries when the time changes. In the same way, our annual tax preparation chores should remind us to to an annual review of the various pieces of our legacy plan.

3/3/2010  Walles Announces Retirement

Charles A. Walles, president of Covenant Trust Company, has announced his retirement as of December 31, 2010. A committee chaired by David A. Dwight is currently conducting a search for his replacement.