Blog

Take Vacation on the Road this Summer

It looks as though many of us will be hitting the road this summer to embark on a somewhat socially distanced vacation. Our staff was sharing our favorite road trip tips, games and hacks the other day and thought, “hey, let’s write a blog about it!” This isn’t one of those “make sure to get…

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VIDEO: Greg Trost on Fox New Mexico

Trost Financial Founder & President, Greg Trost, recently served as a financial correspondent on Fox New Mexico’s NM Living. Greg advised viewers on financial concerns related to the COVID-19 pandemic, broken down by demographic. You can watch the full interview below!   Would you like to speak with Greg about your current financial situation? Simply…

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What Have We Been Up to in Quarantine?

The past few months have been a learning experience for all. Here at Trost Financial, we are grateful to have continued to grow with our clients during this time, deepening relationships and serving as a trusted resource. During a team discussion the other day, we enjoyed sharing some new hobbies we’ve picked up, along with…

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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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