Resources

Get To Know: Jim Watson

February 28, 2020, is a very special day. It’s Jim Watson’s birthday! Jim joined the Trost Financial team in 2019 as the newly-appointed Vice President. Jim’s focus is on creating lifelong relationships with clients and supporting the company’s mission in guiding individuals toward financial independence and personal fulfillment. In case you haven’t had a chance…

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Maximize Retirement Savings After Passing of SECURE Act

New legislation was passed, called the SECURE Act. Are you aware that part of the legislation states that inherited IRAs need to paid out over 10 years instead of being stretched over a lifetime, as it stood prior to the law change? This means that you could have spent up to 40 years saving money…

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The SECURE Act 2020: What You Should Know

This month, both the House of Representatives and the Senate passed the SECURE Act, and it’s been signed into law. The SECURE Act — or the Setting Every Community Up for Retirement Enhancement — offers small business owners a number of additional tax incentives for starting a retirement plan and seeks to make it less costly to…

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Using Technology to Keep your Financial Planning on Track

January 6, 2020 is officially National Technology Day, dedicated to recognizing technological achievements and to look to the future of technology. When it comes to your financial plan, technology should play a major role. Below we’ve outlined a few “tech tips” to help support your financial goals. Putting these tips into play can help get you…

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College Costs for your Kids: How Much & How to Pay

By: Jim Watson, Vice President of Trost Financial Consulting I came across this great college cost calculator which allows you to estimate what college expenses will be for your children. We know…this can be a difficult number to digest. That’s why we wanted to put together a few tips on how to best save for…

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8 Financial Tips for the New Year

New Year, new you, some say. The New Year is a perfect time to assess your financial plan, throw bad habits in the trash, and start anew. To support your financial goals in 2020, we put together a straightforward list of tips which can help you get on track for a successful year for your…

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The Perfect Holiday Dinner Guide

Courtesy of Chef Michelle H at Sur La Table, Los Angeles   Trost Financial recently hosted a Client Appreciation Cooking Class at our local Sur La Table location in Los Angeles, CA. It was undoubtedly one of the best dinners we’ve ever had – and we cooked it ourselves! With the holidays in full swing,…

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The 9 Things Your Financial Advisor Should Be Providing

Managing your own money isn’t easy. From planning for retirement to navigating complicated tax implications, there are many decisions with which you will be faced. That’s where a financial advisor comes in to help. When choosing who to work with, you should have an understanding of exactly what to expect and what services you will…

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National Entrepreneurs’ Day – A Spotlight on Greg Trost

By: Nicole Reisberg, Founder of Social Haven Marketing In honor of National Entrepreneurs’ Day on November 19, 2019, I sat down with one of my all-time favorite entrepreneurs, Founder & CEO of Trost Financial Consulting, Greg Trost. Greg took me through a few highlights of his entrepreneurial journey (did you know he’s owned successful businesses…

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Debt Repayment Strategies for Doctors

­The Association of American Medical Colleges recently reported some discouraging statistics, including the fact that 75% of medical school students in the class of 2018 graduated with student debt at an average of almost $200,000. With this level of debt, you’d owe $2,122 per month on the standard, 10-year federal debt repayment plan. The Bureau…

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