TruMark Financial Wealth Advisors

💼🎉 Happy National 401(k) Day! 🎉💼 It's the perfect time to review your retirement savings strategy. Check your contributions, adjust your investments, and make sure you're on track for a comfortable retirement. Every step you take today helps build your future! 🚀📈

We are excited to announce that we were named one of America’s Best-In-State Credit Unions by Forbes! 🏆 This award highlights our commitment to providing great care, support, and financial advice. A special thank you to our dedicated team and loyal members for making this recognition possible. ❤️

🌟 Meet Wolfgang, a senior wealth advisor with LPL Financial and assistant vice president for TruMark Financial. With over 30 years of experience, he loves helping clients achieve their financial goals by creating investment solutions tailored to their needs and risk tolerance. 💰📊

Meet with Wolfgang to get started today!
https://www.trumarkonline.org/meet-our-wealth-advisors/

Happy Father's Day to all the amazing dads! 🎉 As a father, you have the chance to shape your children's financial future in a positive way. Setting up an emergency fund, securing life insurance, and starting college savings plans are all ways to ensure your children are taken care of.

We are here to help you be their hero for years to come. 💼❤️

It's mid-year check-in time! 🌟 Schedule a quick review with one of our advisors to see if you're on track with your investment and savings goals. Let's make sure you're heading in the right direction! 💰📈

🌟 Meet TJ, a Senior Wealth Advisor with LPL Financial and Assistant Vice President for TruMark Financial with over 20 years of experience.

His mission is to provide a holistic approach to financial planning to help clients pursue their lifelong financial goals. TJ provides retirement planning, estate preservation, educational planning, wealth transfer strategies, and more. 💰📊

https://www.trumarkonline.org/meet-our-wealth-advisors/

🚀 Take your finances to new heights. Learn how to invest so you can start building wealth over time. 💰💼

https://www.emeraldhost.net/files/flipbooks/investing-basics/

📈 Worried about market fluctuations? You're not alone! 📉 That's why fixed annuities are gaining popularity among near-retirees. These insurance contracts offer a guaranteed rate of return, shielding your investment from market ups and downs. 💼💰 Learn more on today's blog!

https://www.trumarkwealthadvisors.org/Fixed-Annuities-Retirement-Income-for-Now-or-Later.c10213.htm

🚨 Life insurance is a great way to make sure your family is taken care of. But watch out for these mistakes when setting up your plan. 🚨💼

https://www.trumarkwealthadvisors.org/Beware-of-These-Life-Insurance-Beneficiary-Mistakes.c10209.htm

📈💡 Don't let the fear of complexity hold you back from investing in your future. Developing the right strategy doesn't have to be daunting; it's all about taking that first step. TruMark Financial Wealth Advisors can help simplify the process and guide you towards your financial goals. No question is too big or too small.

Ready to take control of your financial future? Schedule an appointment with us today and let's get started on building your wealth together. 💼💰

https://www.trumarkonline.org/schedule-an-appointment-today/

🎉🎈 Don't underestimate the significance of birthdays, especially as you mature. From financial milestones to healthcare eligibility, each passing year brings new considerations. Embrace them with knowledge and preparation.

Learn more about key birthday milestones when it comes to your savings and distributions:
https://www.trumarkwealthadvisors.org/Unforgettable-Birthdays.c1043.htm

📊💰 Ready to level up your investments? With tax season in full swing, it's prime time to get ahead on this year's strategy and its impact on next year's taxes.

Take charge of your financial future by considering the tax implications of your investment decisions. It's all about maximizing returns while minimizing tax liabilities. 💡💼

https://www.emeraldhost.net/files/flipbooks/tax-savvy/

🕰💰 Attention all retirement planners! Have you ever wondered how long your savings will last? Here's a stat to consider: women, on average, live 5 years longer than men. Those extra years can make a big difference in your retirement planning.

Ensuring a balanced portfolio is key to pursuing your retirement goals with confidence. Let's make those extra years count by securing your financial future. 💪💼

Whether you are just entering the workforce or getting ready to retire, TruMark Financial Wealth Advisors has the knowledge and expertise to help you navigate difficult financial questions with each new stage of life. Schedule a complimentary consultation today: https:// www.trumarkonline.org/consultation

Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage. Learn more: https://www.trumarkwealthadvisors.org/Understanding-Life-Insurance.c10168.htm

February is National Financial Aid Awareness month! While many are reminded this month to fill out their 2024 FAFSA applications, some are reminded of the importance of education for their children and its costs. TruMark Financial Wealth Advisors can help you with a plan to start saving for their future schooling. Schedule a complimentary consultation today: https://www.trumarkonline.org/consultation

It’s SuperBowl weekend and a knowledgeable coach always starts with a solid game plan! The same is true when it comes to your financial game plan. Whether saving for college, working toward retirement, or building a legacy for your family, the TruMark Financial Wealth Advisors team has the knowledge and experience to guide your financial game plan. Learn more about our team here: https://www.trumarkonline.org/meet-our-wealth-advisors/

Investments, taxes, insurance, estate planning; the list of financial concerns faced today can seem overwhelming. With more options available than ever, it's difficult to know which ones may be right for you. TruMark Financial Wealth Advisors can help. Schedule a complimentary consultation today: https://www.trumarkonline.org/consultation

It’s that time again! Check out TruMark Financial Wealth Advisors’ tax library for resources including commonly used tax forms, tax strategies, and more. Details: https://www.trumarkwealthadvisors.org/learning_center/tax_library/

New year, new savings goals! TruMark Financial Wealth Advisors can help you evaluate the best course of action to achieve your financial goals in 2024. Learn more: https://www.trumarkonline.org/invest/wealth-advisors/

Wondering what all the talk about required minimum distributions (RMDs) is about? Learn about the four key changes and how to calculate RMDs here: https://www.trumarkwealthadvisors.org/Much-Ado-About-RMDs.c10156.htm

TruMark Financial Wealth Advisors is looking forward to helping you achieve more in the new year! Meet our highly experience team and schedule a complimentary consultation for 2024 here: https://www.trumarkonline.or/consultation

Tax tip: Preschool tuition, fees, and any extended care costs may be tax deductible. Make sure to ask for a receipt from your child’s school for childcare expenses before preparing your taxes. Learn about other potential tax breaks and more by visiting TruMark Financial Wealth Advisor’s tax flipbook:

Tax-Savvy_Flipbook_2023 This interactive publication is created with FlippingBook, a service for streaming PDFs online. No download, no waiting. Open and start reading right away!

Have you met your Required Minimum Distribution for 2023? There’s still time to make it happen and avoid a penalty. Learn more: https://www.trumarkwealthadvisors.org/What-Is-a-Required-Minimum-Distribution.c1288.htm

Helping a grandchild obtain a college degree could be lifelong gift, but grandparent giving has often-required fiscal gymnastics to avoid reducing the student’s financial aid eligibility. As the opening of the 2024-2025 Free Application for Student Aid (FAFSA) approaches, here is an update on how the new FAFSA could be more favorable to your giving: https://www.trumarkwealthadvisors.org/New-FAFSA-Favors-Grandparent-College-Giving.c10136.htm

TruMark Financial Wealth Advisors are here to help you make the most of your hard-earned savings by developing a financial plan that is customized to fit your individual goals. Schedule a complimentary consultation today: https://www.trumarkonline.org/consultation

Not everyone is a financial guru when it comes to investing or managing retirement plans. Even if you have the knowledge and insight, keeping up with the latest rules and economic trends can become exhausting and time-consuming, ultimately causing you to miss opportunities. Partnering with a TruMark Financial Wealth Advisor is a wise move when it comes to managing your money. Learn more about our Wealth Advisor team and how they can help you: http://www.trumarkonline.org/wealthadvisors