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Recent Blog Posts from TrekInsights.com

Hey there new parent! With the excitement of a new baby, it’s easy to overlook some key financial steps to take, like updating beneficiary designations. Here are a few steps you should consider. Update your health insurance policy Unfortunately, this process does not happen automatically. You’ll need to do it manually and quickly or you could lose out on insurance benefits.  If you have insurance through an employer, you may have limited time to add your child to your policy.… [...]

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Bear markets are not fun for most investors. Emotions are often running high and worry seems to be the only market emotion. Various emotional temptations seem to endlessly attack. There is disbelief when a bear market begins, fear as it takes hold, dread as each new data-point disappoints, hope that someone will do something to stop the pain, and fear or missing out when massive upwards moves seem to come… [...]

As a parent, one of many responsibilities is to guide your children towards becoming successful contributors to society.  You want to give them all the tools needed to step into adulthood mentally and financially prepared. You want to do the right thing when it comes to financial planning for your children.  Financial planning for your children starts with taking care of them when they’re young and dependent, and can lead up to transferring your wealth to them when you die.… [...]

Medicare Open Enrollment is approaching! This year’s enrollment period starts on October 15th, so it is about time to start preparing!1 Here are our 6 tips for Medicare enrollment prep: Understand the enrollment periods The initial enrollment period consists of seven months, starting three months before you turn 65 and ending three months later. The annual Open Enrollment period occurs between October 15th and December 7th where you can drop or switch your plan coverage.  General Medicare Enrollment period is… [...]

Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may overlook a few matters that a thorough retirement strategy needs to address. 1. RMDs The Internal Revenue Service directs seniors to withdraw money from qualified… [...]

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