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Member Stories

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Every person takes a different journey on the road to success. Through these inspiring member stories, you can learn more about how people like you found their power. How they overcame their fears of chasing a dream. Set a goal. And accomplished more than they ever imagined. All while enhancing their financial wellbeing. Through their stories, we hope you find the inspiration you need to find success in your own story.

How a CD can help you reach your saving goals.

A certificate of deposit (CD) is a savings account option that may offer a higher interest rate than a traditional savings account. Reach your goals faster.

Abbie Dyer -

Why do you need an estate plan?

Leave your legacy by creating a proper estate plan now. Learn more about the difference between a will and a trust and how you can create yours today.

Abbie Dyer -

How to switch your financial institution.

Moving from one financial institution to another doesn’t have to be a hassle. Read on for a step-by-step guide to move your accounts smoothly.

Anne Trelfa -

How to switch your direct deposit.

Connect direct deposit at Lake Trust with this guide. Find the Lake Trust routing number, and additional tips to make the transition easier.

Anne Trelfa -

How to avoid overdraft fees.

Avoid overdraft fees with these tips including recent changes to Courtesy Pay and NSF Fees.

Anne Trelfa -

What is a Flexible Spending Account (FSA)?

A flexible spending account (FSA) could help you pay for qualified medical expenses without impacting your monthly budget.

Anne Trelfa -

How to start planning your long-term financial goals.

Prepare for your financial future with tips to help you to plan, get started, and stay the course.

Anne Trelfa -

How to budget as newlyweds.

You’ve put so much hard work into planning your wedding, but have you thought about how you’ll manage your finances as a newly married couple?

Abbie Dyer -

What’s a debt-to-income ratio?

Your debt-to-income ratio is a quick and easy way to see how debt payments are impacting your monthly budget.

Abbie Dyer -

9 tips to save on your gym membership

Working out and getting your physical health in shape is an important part of your wellbeing. But pricey gym memberships can hurt your budget.

Abbie Dyer -

Learn more about how you can empower your business.

Your financial wellbeing means more than your balance sheet. It’s about how you’re feeling about your finances. And we’re here to help support you wherever you are on your journey.

Forbes 2025 Best-In-State Credit Unions

Lake Trust is honored to be a Forbes Best-In-State Credit Union.

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