Ensuring a Sound Investment Approach
2025 was marked by a number of financial uncertainties—yet markets remained resilient. What’s in store this year? Covenant Trust’s Financial Advisor Todd Mitchell and Head of Investments Liz Breaden will ...
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Events for May 19, 2026
Healthy skin is a lifelong commitment, and for seniors, it’s all about a gentle, consistent routine. 🧴
During Skin Cancer Prevention & Awareness Month, we’re sharing a few simple ways to protect aging skin:
✅ Daily Moisture: Keep skin hydrated to maintain its natural barrier.
✅ SPF Every Morning: Even on cloudy days, sun protection is a must.
✅ Protective Gear: Reach for wide-brimmed hats and lightweight long sleeves.
Small steps today make a meaningful difference for your long-term health. Learn more about prevention at the link below. 👇
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Did you know there’s a way to support the causes you care about while being mindful of your taxes?
For individuals age 70½ and older, a Qualified Charitable Distribution (QCD) allows you to give directly from your IRA to a qualified 501(c)(3) charity without paying federal income tax on the amount donated. For many retirees, a QCD may also satisfy part or all of their Required Minimum Distribution (RMD). In 2026, individuals may give up to $111,000 annually through a QCD, with the limit indexed for inflation.
It’s one of several strategies that can make charitable giving both meaningful and financially thoughtful.
Our partners at Covenant Trust Company are available to help you explore how charitable planning may align with your overall financial goals. More information is available at bit.ly/3Q9B9MR.
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Covenant Trust - Investing With Purpose
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Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services an...Comment on Facebook
The best time to plan for the future is today. Choosing a Life Plan Community means you have a plan in place for whatever tomorrow brings. Enjoy your independence now with the ultimate peace of mind knowing that higher levels of care are available if you ever need them. 💙
Secure your future with confidence. Start the conversation with our team today: bit.ly/4c7O1uh ... See MoreSee Less
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