Building wealth is a goal that requires time, effort, and discipline. Don’t get sucked in by get-rich-quick schemes and too-good-to-be-true opportunities that can send you down the wrong path. Although is…
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Risk management is a key component of any successful business plan. In today’s world – where data breaches are common occurrences – it’s especially important for business owners to understand the…
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Are you considering taking a personal loan? First, it’s important to understand what it is before taking action. A personal loan allows you to borrow money to pay for personal expenses…
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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…