Hey there new parent! With the excitement of a new baby, it’s easy to overlook some key financial steps to take, like updating beneficiary designations. Here are a few steps you…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Bear markets are not fun for most investors. Emotions are often running high and worry seems to be the only market…
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As a parent, one of many responsibilities is to guide your children towards becoming successful contributors to society. You want to give them all the tools needed to step into adulthood…
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Medicare Open Enrollment is approaching! This year’s enrollment period starts on October 15th, so it is about time to start preparing!1 Here are our 6 tips for Medicare enrollment prep: Understand…
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Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial 2022 has been one of the most difficult years, possibly since the early 1980s, for investors. Investors can be left feeling…
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With only a few months left of 2022, take this moment to make sure your financial calendar is updated so you don’t miss any upcoming due dates. Planning for the future…
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Take charge with your financial situation through your personal self-control and awareness. What does it mean to be financially responsible? It’s a complex question with a complex answer, but at its…
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What you need to know about mandatory retirement account withdrawals. If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial This has proven to be a challenging year for nearly all investors as asset allocations struggled to protect investors in the…