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,…
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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…