Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial We are still dealing with the COVID-19 pandemic, social unrest, and a major election year. While markets enjoyed a nice recovery…
-
-
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is…
-
Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are…
-
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account. The rule states that you…
-
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be…
-
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled…
-
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide…
-
This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than…
-
About 80 million Americans actively participate in employer-sponsored defined contribution plans such as 401(k), 403(b), and 457(b) plans.1 If you are among this group, you’ve taken a big step on the road…
-
It’s Financial Literacy Month, a time to reflect on financial wellness. April is officially Financial Literacy Month. While this could be one of the most challenging times we may face, it…