Many Americans are planning ahead for uncertain times by adopting financial resolutions for the new year. According to a 2023 financial resolutions study by Fidelity, more than half of Americans are…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial As we head into the end of 2022, most investors can probably agree that it has been a very difficult year…
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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…