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…
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Retiring suddenly can be overwhelming. Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance.…
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Protect your children and grandchildren from the scams of today’s online world. With the combination of being tech savvy and confident on the internet, young people today are vulnerable to scam…
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Even those who have saved millions must prepare for a lifestyle adjustment. Retirement can be surprisingly stressful. You’re trading the familiarity and stimulation of a past life for an unstructured life…
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Tax day is right around the corner. Are you prepared? The tax filing deadline for your 2021 taxes is April 18, 2022. What You Need To make the process smoother for…
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Why are they made again and again? Common mistakes that plague start-ups, family businesses, corporations, and charities seem impossible to avoid. But here’s the catch: mistakes are a fact of life,…
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Instead of facing the stress of unexpected financial situations, let’s plan ahead for them. For everyone, life happens no matter the age, year, or season. The different stages of life, such…