Retirement should be your time to finally enjoy the freedom you’ve worked so hard for. But getting there and thriving once you arrive requires avoiding some surprising missteps. Here are eight…
-
-
Written by: Trek Investment Committee As we close the books on the first quarter of 2025, investors have faced a complex landscape shaped by shifting economic signals, evolving Fed policy expectations,…
-
In today’s dynamic economic landscape, achieving financial wellness requires a proactive approach to personal finance management. Recent studies reveal that over half of Americans feel “financially frozen,” overwhelmed by financial decisions…
-
Money is a lifelong journey, and the financial wisdom you’ve gained over the years could make a difference for the next generation. Whether you’re a parent guiding your children, a grandparent…
-
As working professionals, many of us might find ourselves balancing demanding careers, family responsibilities, and long-term financial planning. Amid this hustle, we may overlook the profound link between financial wellbeing and…
-
The holiday season is often described as “the most wonderful time of the year,” yet for many, it might also bring significant financial stress. Between gift shopping, hosting gatherings, and traveling…
-
In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from identity…
-
A legacy is often thought of as something financial—a nest egg or an inheritance passed on to future generations. While financial assets are one part of a legacy, they don’t encompass…
-
Understanding your credit report can help you manage your financial health. It can seem daunting at first, but with a little guidance, you’ll be able to understand what you’re looking at…
-
Capital gains occur when you sell an investment for more than you paid for it. These gains are classified as either short-term (from assets held one year or less) or long-term…