Welcome to the resource center!

We’ve put together a library of information on important financial topics that we believe you’ll find helpful. We also encourage you to visit our blog and subscribe to our email list to receive news and information direct to your inbox.

Simply click on any of the general financial topics and you’ll find a selection of easy-to-understand information about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

On December 23, 2022, Congress passed the bill containing the Secure 2.0 Act retirement provisions. This Act will reshape retirement… [...]

Financial Resolutions for 2023

Many Americans are planning ahead for uncertain times by adopting financial resolutions for the new year.According to a 2023 financial… [...]

What Really Matters Now

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialAs we head into the end of 2022, most investors can… [...]

Hey there new parent! With the excitement of a new baby, it’s easy to overlook some key financial steps to… [...]

Get Ready to Calm the Noise

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialBear markets are not fun for most investors. Emotions are often… [...]

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