TrustTree Financial

10/15/2026

Financial wellness includes understanding how Social Security adjustments affect retirees. The 3.6% boost in 2027 marks a significant rise since 2023, emphasizing the importance of strategic financial planning for the future.

The 3.6% cost-of-living adjustment for 2027 will give Social Security beneficiaries the largest benefit increase since 2023.

09/30/2026

Mailbag time! This question comes up often when asked how to help pay for a kid's tuition. Is home equity a possible solution? Here are my thoughts...

More financial firms than ever are outsourcing your investments, so you never meet the person who’s managing your money.  While that’s efficient for the firm, it’s not usually best for you.  At TrustTree, we manage your investments in-house according to your preferences and risk profile.  T...

09/28/2026

I just went to a dog show today with the family... and we have two dogs ourselves. This article resonates...

Pet owners take about 400 photos of their pets a year—roughly 13,200 over a dog’s lifetime—and 35% have more pet photos than pictures of humans.

09/15/2026

Here's one way of showing the "cost" of smoking!

09/01/2026

Embrace financial wellness by refining your financial planning strategies on 401(k) Day's milestone. Understanding your retirement plan helps you achieve long-term financial goals and security.

The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day.

08/01/2026

I get this question a lot, and I even ask it of myself sometimes!

Generally, the more points that you pay up front, the lower the interest rate on your mortgage.

07/17/2026

Much talk about providing energy for data centers; here's more proof of that....

Companies coming to market raise money at fastest pace this century, although many stocks perform poorly later.

06/30/2026

Longer life expectancy impacts retirement planning. So, plan on living longer and get ahead of things now.

People are living longer nowadays. According to the Centers for Disease Control and Prevention (CDC), the average life expectancy at birth in 2024 was 76.5 years for males, 81.4 years for females, and 79 years for both sexes. But these averages don’t tell the whole story. Medical advances mean mor...

06/18/2026

If you or someone in your family is wondering how the "no tax on tips" works, here's a brief rundown of what you need to know...

More financial firms than ever are outsourcing your investments, so you never meet the person who’s managing your money.  While that’s efficient for the firm, it’s not usually best for you.  At TrustTree, we manage your investments in-house according to your preferences and risk profile.  T...

06/12/2026

Employees are figuring out ways to skip out on their jobs to watch soccer matches