The Journal

A Trek Blog

5 Financial Planning Strategies to Consider as You Approach Retirement

Retirement is a new chapter in life that could be full of exciting opportunities but can also bring about financial challenges. Transitioning from a steady paycheck to relying on your savings can take time and effort. It is essential to prepare a solid financial plan and clearly understand your retirement finances to simplify this transition.

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Corporate Retirement Plans

Corporate Retirement Plans Encourage Financial Wellness for Employees  A person’s health and wellness are impacted by various life factors. One of those factors is a person’s

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Q & A: Bucket List Living

There’s nobody who believes in bucket list living more than Bill Sowell, the founder and CEO of Trek Wealth Solutions. Afterall, he has been helping

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