Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Last week was certainly busy in the markets, with two themes playing key roles in the potential direction of markets this…
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If you are a business partner, S corporation shareholder, or an investor in a limited partnership and certain ETFs, there’s a possibility you will receive a Schedule K-1 document. Read more…
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On December 23, 2022, Congress passed the bill containing the Secure 2.0 Act retirement provisions. This Act will reshape retirement tax incentives for years to come through changing existing retirement account…
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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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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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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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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…