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.

Ways to make gratitude a habit

Taking the Long-View

Make Money Matter to Your Teen

Money IS
for Women

What can I do with an old 401(k)?

your most valuable asset?

trek-lists: 3 treks of retirement

From the blog..

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… [...]

As a parent, one of many responsibilities is to guide your children towards becoming successful contributors to society.  You want… [...]

Medicare Open Enrollment is approaching! This year’s enrollment period starts on October 15th, so it is about time to start… [...]

Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition.… [...]