Blog

Financial Planning Tips for the Baby Boomer Generation

So here you are about to retire or perhaps newly retired and find yourself in the middle of a global pandemic…didn’t see that coming! In observation of Older Americans Month and in light of our strange new existence, we think it’s appropriate to discuss your financial planning, including the well-laid plans you have made for…

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Financial Planning Strategies for the Younger Generation

Starting a family is exciting and terrifying all at the same time. Now more than ever we understand the importance of planning ahead and being prepared for the unexpected. Here are a few ways you can protect your new family or prepare to start a family in our “new normal.”   1. Establish an Emergency…

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UPDATE: Commonly Asked Financial Questions

The following are financial questions that we’ve been receiving lately from clients. We thought we would share our responses with you. As always, please contact us with specific questions and concerns. We’re here to help!   What should I do about my 401K and other investments? If you can handle a reduction in pay for…

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COVID-19 SBA Loans: Small Business Guide & Checklist

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allocated $350 billion to help small businesses keep workers employed amid the pandemic and economic downturn. Known as the Paycheck Protection Program, the initiative provides 100% federally guaranteed loans to small businesses. Importantly, these loans may be forgiven if borrowers maintain their payrolls during the crisis…

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5 Timely Marketing Tips for Business Owners

How to Stay Connected to Customers in the Age of Coronavirus By: Nicole Reisberg, Founder & President, Social Haven Marketing   1. Don’t pause your online advertisements, just shift to a brand awareness objective. There are more eyes on social media than ever before. Everyone is turning to digital, not only for national and local…

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Tips for Landing “The Job”

By: Greg Trost, Founder & CEO, Trost Financial Consulting I wanted to reach out and offer some ideas for those of you who are seeking employment in these troubled and crazy times. Prior to becoming a financial planner I had two careers. I owned a recruiting firm for four years and I was a restaurant…

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Trost Financial Adds New Client Services Coordinator

As of March 15, 2020, Toni Kriley has joined Trost Financial as Client Services Coordinator. Toni will be supporting the firm with a focus on our client relationships. We have been fortunate to know Toni for several years and are excited to have her join our growing team. Toni has worked in customer relations for her…

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7 Tax Tips That Could Save You Money

Below are seven tax tips which may help to lower your taxes and save money when putting together your tax return. Also, be sure to talk to your accountant about the new tax-filing deadline of July 15, 2020.   1. Contributions to Simplified-Employed Pension (SEP) Accounts A SEP IRA is a retirement savings plan established…

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Common Market Questions Answered

We’ve been receiving loads of great questions from our clients related to the current market status and what’s to come. Below is a list of the common questions that have come our way, with our responses. If you have additional questions, do not hesitate to contact us. Our team is available to you seven days…

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Ways to Address Tax Savings Through Retirement Plans

Tips for Business Owners   There is a lot of volatility in the markets right now and you may be asking, “What can I do to take advantage?” There are several ways, as a business owner, that you may reduce your taxable income. One of these strategies is through the implementation of retirement plans. Below…

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