Explore Our Resources

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.


You can also scroll through our news stream which brings you the latest information and news from a variety of publishers including New York Times, Bloomberg, Washington Post, and more.

Join Our List!

The Latest News...

Take charge with your financial situation through your personal self-control and awareness.  What does it mean to be financially responsible? It’s a complex question with a complex answer, but at its core is a simple truth: To be financially responsible, you need to live within your means. And to live within your means, you must spend less than you make.Credit Cards and DebtIf you’re really looking to be financially responsible, just being able to make your minimum monthly credit card payment doesn’t cut it. In fact, the fact that you aren’t able to pay your balance in full shows that you already spend more… READ MORE

What you need to know about mandatory retirement account withdrawals. If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one or more of your retirement accounts.  You can now take some RMDs a bit later in life, which is good. Recent rule changes give your invested savings a little more time to potentially grow in your retirement savings vehicles before that first required drawdown.      What account types require RMDs? Any retirement plan sponsored by an employer, plus traditional Individual Retirement Arrangements (IRAs) and IRA-based retirement plans, such… READ MORE

What’s the Scenario? Looking at 3 Possible Outcomes

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialThis has proven to be a challenging year for nearly all investors as asset allocations struggled to protect investors in the first half of the year. As inflation, the Fed, and the crisis in Ukraine have continued to be driving forces in worldwide economics, there have been few places for investors to hide.Inflation has been a key driver of investor sentiment and market moves in all asset classes. Additionally, global supply chain constraints and spiked energy prices have sent nearly all goods and service costs higher with energy and food prices… READ MORE

Scamming is a regular occurrence on platforms like Facebook, and your real friends could be fake on social media. Social media and messaging apps are a great way to keep up with friends and family, but they can also be methods for scammers to defraud you. A scammer might target you through messenger platforms, like Facebook Messenger. For instance, you might receive a message from a Facebook friend, right down to the name and photo appearing correct. So, you wouldn’t need to question the conversation at first. The conversation begins with a “hey (name), how have you been?”“Hi, I’m good. How are you?” “I’m… READ MORE