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…
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Scamming is a regular occurrence on platforms like Facebook, and your real friends could be fake on social media. Social media and messaging apps are a great way to keep up with…
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Why a Health Savings Account might be right for your retirement journey. If you have the chance to open a Health Savings Account (HSA), you might want to take a look.…
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Read to find out how the behavior gap could affect your financial health. “It turns out my job was not to find great investments but to help create great investors,” writes…
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Start the conversation about money with the important topic of debt, what it is, and how to avoid it. We teach our children a lot of important life skills, like how…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial The reality of market declines is unpleasant, but taking control by staying focused and remaining calm is truly important. By looking…