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.

What is your money mindset?

Ways to make gratitude a habit

5 potential tax opportunities
to consider

Make Money Matter to Your Teen

Money IS
for Women

Taking the Long-View

your most valuable asset?

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

From the blog..

Has something finally broken the financial system?

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialAfter the Federal Reserve bank hiked interest rates over 4.75% in… [...]

Are you considering taking a personal loan? First, it’s important to understand what it is before taking action.  A personal… [...]

“Good is bad and bad is good!”

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialLast week was certainly busy in the markets, with two themes… [...]

If you are a business partner, S corporation shareholder, or an investor in a limited partnership and certain ETFs, there’s… [...]

On December 23, 2022, Congress passed the bill containing the Secure 2.0 Act retirement provisions. This Act will reshape retirement… [...]