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…
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As tax season approaches, it’s time to settle accounts with Uncle Sam. However, this period also brings out individuals who exploit this obligation by perpetrating scams on unsuspecting taxpayers. In today’s…
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Written by: Trek Investment Committee The equity markets have experienced a notable rally since October 2023, with the S&P 500 index rising approximately 25 percent.1 This surge has led some investors…
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Written by: Trek Investment Committee Fed notes, economic snapshot, and labor reports that surprise In recent discussions, there has been increased references to the possibility of achieving a “soft landing” in…
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Simple and inexpensive energy-saving tips that may help you save money. The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A…
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Life insurance is important for several reasons. Firstly, it can help to preserve your financial state to your loved ones. It could help cover immediate expenses like funeral costs, outstanding debts,…
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Written by: Trek Investment Committee Happy New Year, and welcome to 2024! As we shift our focus towards the economic and investment landscape for the coming year, let’s take a moment…
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Financial Planning Retirement TaxesIRS Unveils Adjusted Tax Brackets and Retirement Limits for 2024
The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for the 2024 tax year. It’s recommended to consider these changes early, even though…
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Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we…
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A guide for parents and legal guardians. The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about…