We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a […]
Author: Trek Advisors
Consider that the average 65-year-old couple retiring today will need an estimated $363,946 to cover their healthcare costs in retirement, and this does not include long-term care costs.[1] Many people assume […]
Retirement isn’t what it used to be: It’s typically longer and more active. Not everyone’s retirement will look the same, and not everyone’s has to. Maybe you’ll transition to part-time […]
If you’re traveling this summer, there are certain staples you can bring wherever you go. When packing for a trip, everyone immediately thinks of underwear and a toothbrush, but there […]
The past few months have caused many to worry about their financial future, and some may assume they can recoup their losses by delaying retirement or working in retirement. A […]
Summer is here, and whether you’re going to relax, visit friends, or take a trip, it’s important to consider how you will spend your time. As a kid, you probably […]
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What to Know Before Returning to Normal
The good news is that you survived the worst of the coronavirus pandemic, and the bad news is that it’s not quite over yet. For those who are returning to […]
As the coronavirus spread, the government stepped in with unprecedented economic interventions, from direct payments to Americans, to relief for businesses. While these measures may be necessary to mitigate the […]
The COVID-19 pandemic is likely to have a lasting impact on our lives, from how we fly to how we retire. During times of crisis, priorities often shift, and the […]
Life is unpredictable, and there are a number of events that can impact our finances, from global pandemics to personal crises. And while adjustments sometimes may need to be made […]
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Tax Day Finally Arrives
The revised tax day date, July 15th, is upon us, and there are several important things to note, whether you’ve filed already or not. While our tax bill might only […]
America is taking another look at Alexander Hamilton thanks to the hit Broadway musical celebrating his role in shaping our nation. As the first Secretary of the Treasury, he created […]