Over the years at Empowered Financial Management, we have helped hundreds of clients achieve their financial goals by providing unbiased financial advice. We have a dedicated team of individuals whose goal is to help families and their loved ones protect their assets and estates to help provide financial peace of mind. Check out our Empowered Blog below!
What’s your financial ‘philosophy’ for your golden years? Is your retirement ‘planning’ specific to you? What’s your ‘process’ to design your dream retirement? This article was featured on Kiplinger.com and written by: Nicholas J. Toman, CFP® July 2, 2023 As
Yes, it is, if you have a customized plan specific to your retirement. If you do, you’re in the minority, though, so here are some ways to develop that plan. This article was featured on Kiplinger.com and written by: Nicholas
Preparing for the next phase of life can help relieve some of today’s anxiety. Here are some solutions for overcoming a few of retirement’s roadblocks. This article was featured on Kiplinger.com and written by: Nicholas J. Toman, CFP® November 15,
When building a plan for retirement security, it helps to use all of the financial tools available to you. This article was featured on Kiplinger.com and written by: Nicholas J. Toman, CFP®July 23, 2022 If the past few years has taught
Finding Your Right Advisor Seeking the right advisor is one of the six pillars in a retirement plan designed for success. It is crucial that you are provided a holistic and specialized approach to retirement, using a clear process designed
It’s always a bit jarring to see the actors and actresses of your youth in the present – sometimes they become unrecognizable with age or disappear from the spotlight altogether. However, there are those rare gems whose talent is ageless
If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what you’ll do with any company
As summer draws to a close, we might be planning our last trip to the beach or a favorite weekend destination. Whether you choose to enjoy the long summer days by lounging around with a good book or doing something
Cybercrimes aimed at older Americans have increased five times since 2014, and all too often, they’re successful. Social Security and retirement account scams can be financially devastating and very difficult to correct, so know how to avoid them. Awareness is
Inflation is on the rise, and Federal Reserve Chairman Jerome Powell recently testified to Congress regarding the Federal Reserve’s commitment to controlling inflation. He admitted that inflation is “well above target” but didn’t indicate any major changes in Fed policy
You’re used to receiving a paycheck, and perhaps you’ve been used to it steadily increasing over the course of your career. You may have experienced what’s known as “lifestyle inflation” and may not plan to downgrade in retirement. Whatever the
If you have a 401(k), IRA, or other retirement accounts, it’s important to keep a few things top of mind: Know how much you’re contributing, how your investments are performing, and how much you’re paying in fees. You should also
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
