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.

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Money IS
for Women

Make Money Matter to Your Teen

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

your most valuable asset?

From the blog..

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

Recession Status Check

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial2022 has been one of the most difficult years, possibly since… [...]

With only a few months left of 2022, take this moment to make sure your financial calendar is updated so… [...]

Take charge with your financial situation through your personal self-control and awareness.  What does it mean to be financially responsible?… [...]

What you need to know about mandatory retirement account withdrawals. If you are approaching your seventies, get ready for required… [...]