As news about the novel coronavirus continues, Covenant Trust wants you to know that we remain open, fully staffed and available to serve you.
We are very appreciative of the trust you put in us. Likewise, we feel it is very important to keep you informed on the actions we are taking as we navigate through […]
Covenant Trust is taking concerns about the novel coronavirus (COVID-19) very seriously. We are closely monitoring this rapidly evolving situation and its impact on our employees and our clients.
Our leadership team is meeting regularly with a focus on our commitment to providing clients with excellent service in the current environment. We understand the uncertainty and […]
Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act late in December, significantly changing the rules for IRAs. Among the changes in the bill is an increase in the IRA Required Minimum Distribution Age. Under the old rules, an owner of an IRA […]
A Revocable Living Trust is a trust designed to provide for yourself and others. You fund a trust with your assets and establish for whom the trust will provide, to what extent, and for how long. But what exactly is a revocable living trust and how do they work? To better understand a revocable living trust […]
Over the years, you’ve probably collected a lot of “stuff”, right? But do you know what you have? Where it’s all located? What’s important? What’s not important? How long do you need to keep it? Use the following as a guideline to help you get and keep your important information personal and family records […]
Are you planning on including financial goals in your New Year’s resolutions? Here are some ideas if you don’t have any yet. Monitor your cash flow; calculate your net worth; budget; save and invest. Also, keep in mind how you can pass good saving and financial skills to your family members […]
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.