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: Harbour Trust; 16 December 2019; Rating:

Harbour Trust Newsletter - Dec. 2019

	Qualified Charitable Distributions: Using Your IRA to Give from the Heart QCDs satisfy all or part of any RMDs that you would otherwise have to take from your IRA. Better yet, QCDs are excluded from your income.
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	Take This Quiz: The Social Security Retirement Earnings Test Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test.
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	For College Savings, 529 Plans Are Hard to Beat 529 plans are a unique college savings vehicle, so it's no surprise why total assets in 529 plans have grown steadily since their creation over 20 years ago. Here is what makes these plans so unique.
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	Protecting Yourself Against Identity Theft There are steps you can take to protect yourself against identity theft.
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	What can I do with old or unwanted gift cards? Find out how you can make use of old or unwanted gift cards.
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: Harbour Trust; 13 December 2019; Rating:

Harbour Trust Digital Marketing Competition

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Western Michigan University Wins 2019 Digital Marketing Competition

HAMMOND, IN, December 10, 2019 – The Digital Marketing Competition, 2019 competition client Harbour Trust, and Purdue Northwest are excited to announce Western Michigan University as the 2019 Digital Marketing Competition winner. They were tasked with developing a digital marketing campaign to grow investment management fee revenue by $1 million by 2021.

The five finalists pitched their marketing strategies on December 7th directly to Harbour Trust President/COO Stephanie Oberlie, Vice President & Trust Officer Mike Hackett, and Management Trainee Dayna Pedzinski, as well as EVP of Digital Media for Digital Target Marketing Katie Pala, CEO of Best PPC Marketing Kaspars Brencans, and Senior Strategy Associate Michael Wasserott from Starcom.

Happy Thanksgiving 2019 From Harbour Trust!

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	A Season of Gratitude
	Wishing you and your family good health and happiness as you celebrate Thanksgiving.
	Mike Hackett Harbour Trust & Investment Mgmt

: Harbour Trust; 25 November 2019; Rating:

Harbour Trust Newsletter - Nov. 2019

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	Three Regrets of Retirees Considering the regrets of current retirees may help you avoid the same mistakes.
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	Ten Year-End Tax Tips for 2019 Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
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	Tips for Managing Your Holiday Spending The holidays offer nearly limitless opportunities to overspend. Here are tips to help you make sure your spending remains in check.
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	What are continuing care retirement communities? Continuing care retirement communities offer seniors the opportunity to age in place.
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	Do independent living communities differ from CCRCs? There are some important similarities and differences between independent living communities and CCRCs.
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Harbour Trust Newsletter - Dec. 2019

Harbour Trust Digital Marketing Competition

Western Michigan University Wins 2019 Digital Marketing Competition

Happy Thanksgiving 2019 From Harbour Trust!

Harbour Trust Newsletter - Nov. 2019

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