12/2/2011  RATES CHANGE for NEW GIFT ANNUITIES

It's time to act if you're thinking about a new charitable gift annuity. Payout rates for new gift annuities will go down as of January 1, 2012.

10/17/2011  NATIONAL ESTATE PLANNING AWARENESS WEEK

A recent survey estimates more than 120,000,000 Americans do not have durrent estate and legacy plans.

10/1/2011  2 of 3 Have No Financial Plan

A recent survey indicates two of every three people do not have a written financial plan.

9/26/2011  OCTOBER IS LEGACY PLANNING MONTH

What is YOUR legacy? What are you leaving behind for the people and ministries you love?

9/26/2011  CTC EXPANDS INVESTMENT STAFF

Covenant Trust Company® recently announced the addition of William Y. Moucka to its Investment Department as Director of Investments and Business Development.

8/10/2011  MARKET COMMENTARY: CTC PERSPECTIVE

We are seeing the effect fear can have on the market. What does Covenant Trust Company do in this situation?

7/7/2011  HAVING THE CONVERSATION

"My parents are getting older and I don't know what decisions will need to be made or how to help them prepare. Where do I start?"

7/6/2011  PERSONAL PREPAREDNESS PLAN

In the business world, we hear about 'risk management' and 'continuity plans.' Do YOU have a personal preparedness plan in case the unexpected happens?

7/5/2011  LOOKING FOR BETTER RETURN RATES?

Have you noticed current CD rates at less than 1%? Are you looking for a better rate of return in addition to an assured income stream?

6/22/2011  CAREER OPPORTUNITY AT CTC

CTC is seeking a Senior Investment Manager. We're looking for a dynamic individual to join us as we move our Investment Department to the next level.

6/9/2011  CTC CAREER OPPORTUNITY

Covenant Trust Company has a job opening for Corporate Office Assistant.

2/15/2011  THINGS TO KNOW ABOUT IRAs

Are you thinking about an invested IRA? Do you already have one? Did you know that Covenant Trust Company manages IRAs?

1/20/2011  CTC NAMES NEW FLORIDA REPRESENTATIVE

Covenant Trust Company announced that Dr. Kurt A. Mieriecke will serve Covenant Village of Florida as its Financial Services Representative.

12/31/2010  CTC OFFICE CLOSED JANUARY 3

The offices of Covenant Trust Company will be closed on Monday, January 3, 2011.

12/29/2010  THINKING about RETIREMENT?

Average retirement age for men is 63. Average estimated life expectancy in the US is 77.6 [74.8 for men and 80.1 for women.] That means you could be spending a significant number of years in retirement, perhaps up to a third of your life if you retire early and live long.

9/24/2010  CTC BOARD APPOINTS NEXT PRESIDENT

The Covenant Trust Company Board of Directors has voted unanimously to appoint Ann P. Wiesbrock as the next president of Covenant Trust Company.

8/3/2010  COVENANT TRUST ANNOUNCES RELOCATION

Covenant Trust Company will be moving its corporate offices to 8303 West Higgins Road in Chicago as of Monday, September 13, 2010.

7/20/2010  IRA CONVERSIONS in 2010

2010 marks the removal of certain restrictions on converting a Traditional IRA to a Roth IRA. What could that mean for you?

7/15/2010  IRA ELIGIBILITY QUESTIONS?

Have you ever clicked the 'RETIREMENT CENTRAL™' button on the home page of our website? Retirement Central™ contains information, planners and calculators helpful at any stage of life--whether you're just starting out, planning to retire soon, or already retired.

4/22/2010  WHEN DOES $25,000 BECOME $90,500?

When a charitable gift annuity established 50 years ago is finally distributed to charity.

3/24/2010  AMERICANS LIST NEW FINANCIAL PRIORITIES

The top post-recession financial priority for most Americans is to 'increase savings' according to a recent survey. A 'major reality check' has caused many to reevaluate the way they manage, spend and invest their money.

3/22/2010  QTIP for Surviving Spouse

The most common marital deduction trust to protect a surviving spouse is the QTIP [Qualified Terminable Interest Property] Trust. There are four basic rules for the QTIP Trust.

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.

1/27/2010  CTC TAX INFORMATION UPDATE

Are you ready to set that appointment with your tax preparer? Be sure you have all the necessary information before you make the call.

12/31/2009  WHAT'S AHEAD FOR THE ESTATE TAX?

On December 22, 2009, Senate Finance Chair Max Baucus outlined his plan to combine tax reform and a retroactive estate tax bill in 2010. "It is very possible that estate tax reform will be folded into tax reform next year," he stated.

11/16/2009  IRA QUALIFIED CHARITABLE DISTRIBUTION EXPIRES DECEMBER 31, 2009

Did you know you can use your IRA to make a Qualified Charitable Distribution? If you're over age 70 1/2, you have only a short time left to take advantage of this opportunity.

9/21/2009  What's Your ET IQ?

How much do you know about estate tax? Do you know exactly what's included in your estate? Do you know what you can do to reduce the size of your taxable estate? What about state inheritance tax? As one taxpayer said, "I pay income taxes, capital gains taxes and now I understand I may have to pay death taxes!" Read more about what you can do now.