Financial Trex
Financial Trex provides fee-only, unbiased financial planning for everyday people. We create a roadm
As a Certified Financial Planner™, I love helping people figure out how to achieve their financial goals. In order to stay simple and transparent, Financial Trex operates as a fee-based firm. This means I earn an income based on the services I provide for you and not from selling you financial products you don't need. This approach is different than what you would find at larger financial institut
The Fed continues to raise rates... check out my recent interview with Next Advisor to see what you can do to benefit from these rate hikes.
What the Fed’s 0.75% Rate Hike Means for Your Money, and Why Now Is a Great Time to Save The Fed just announced another rate hike, continuing this year's string of rising interest rates. How you may feel the effects on your wallet:
I recently had the pleasure of being interviewed regarding my take on interest rates. Check out this article to see how savings accounts are reacting to increasing interest rates!
How High Will Savings Account Rates Go This Year? We Did the Math And Asked the Experts Our analysis shows that savings account rates could approach 4% this year. Here’s why, and what experts predict ahead of another rate hike:
Hiring a Financial Advisor vs. DIYing It — What to Consider - Student Loan Planner Whether you should use a financial advisor or manage your own finances depends on your personal situation. Learn when an advisor might make sense.
Federal Student Loan payments are restarting in January 2022... here's what you need to know.
5 Biggest Mistakes to Avoid When Payments Restart - Student Loan Planner The federal administrative forbearance is ending soon. Here are five student loan mistakes to avoid when preparing for payments to restart.
If you have student loans through Navient or FedLoan, get ready for some changes.
What Navient And FedLoan Borrowers Should Know As Major Student Loan Servicing Changes Loom Navient and FedLoan Servicing are ending their student loan servicing contracts with the Department of Education. Here's what borrowers need to know.
Folks with federal student loans have a few more months of no payments/interest.
https://www.nytimes.com/2021/08/06/us/politics/biden-student-loan-repayment-extension.html
Biden administration extends a student loan payment pause. The Education Department said that it would be the “final extension” of the moratorium.
Good read on how to invest when the stock market is at an all-time high and real estate prices are on fire.
What can you do when every investment seems overpriced? | DESMO Wealth Advisors, LLC Are high valuations in everything from real estate to bonds to stocks making you wonder what do do with your portfolio? Check out our tips!
Cleaning up your finances is a financial healthy move, but be careful.
https://www.nerdwallet.com/article/finance/spring-cleaning-finances
What Not to Do When Spring Cleaning Your Finances - NerdWallet There are guidelines for spring cleaning your house — and your money. Here’s what not to do while sprucing up your finances.
I recently had the honor of being interviewed by Spokane Journal of Business. Read the article to see my thoughts on how to spend stimulus checks.
Advisers: It’s OK to hold on to stimulus money > Spokane Journal of Business Advisers: It’s OK to hold on to stimulus money Pay off debt, build up emergency savings, financial planners say Kevin Blocker April 8th, 2021 Spokane-area financial advisers have some ideas on what those who received the third round of federal stimulus checks should do with them. Those ideas hav...
Buying a house is an emotional process. These are good questions to keep in mind when house-hunting.
10 Questions to Ask When Buying a House Whether it’s your first time buying a house or not, ask yourself and your lender these questions before committing.
It’s not always about the money.... Great read!
Emotions, Money, And What It Means To Be 'Financially Whole' Money isn't just about numbers. It's about emotions, too. Tiffany 'The Budgetnista' Aliche's new book unpacks the relationships we all have with finances so you can make the most of your cash.
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