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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 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 -

Retirement planning: What is a traditional IRA?

Learn what makes a Traditional IRA unique and how it can help you reach the financial goals for your future.

Anne Trelfa -

Common health insurance terms you should know.

Simplify your wellbeing journey with this helpful list of common health insurance terms used in Michigan.

Anne Trelfa -

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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