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…
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Retirement offers an opportunity to explore the world and embark on exciting travel adventures. However, it’s essential for you to prioritize your safety and well-being during your trips. One crucial aspect…
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Have you noticed Mom or Dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You’re not alone. Many of us will find ourselves…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial 2022 may seem like a long time ago, considering it was nearly six months ago. It was a challenging year for…
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Your insurance policy needs to reflect the changes in your life. It might be time for you to consider a term conversion with your life insurance policy. A term life insurance…
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A Charitable Lead Trust (CLT) is a type of trust that allows a Donor to provide benefit to charity as well as their family or other beneficiaries. A CLT is irrevocable,…