Trumark Wealth Advisors

04/27/2026

01/29/2026

Your strategy for long-term financial goals is not a one-time task. Life changes. Goals change. Your financial portfolio must change, too.

Now’s the perfect time to talk with a Wealth Advisor and review your portfolio to help ensure you’re on track to meet your financial goals in 2026 and beyond.

Together you can:
Review your investment mix
Rebalance your portfolio to reflect any change in your goals
Create new benchmarks to help you monitor performance
Discuss the need for long-term care insurance if you don’t already have it
Review your estate plan
A thoughtful review today can help create confidence for tomorrow.

Learn more: https://www.trumarkonline.org/wealth-advisors/

07/01/2025

Your long-term financial success depends on the choices you make today. The first, and most important step? Deciding who you can trust with your financial future.

At TruMark Financial Credit Union, our Wealth Advisors offer personalized strategies tailored to you - your unique situation, and current and future goals always at the top of mind.

It may be nerve-wracking to take that first step, but waiting too long to invest means there’s less time for your money to grow. Let’s chat today: https://ow.ly/HvwF50WiB3O

05/08/2025

Legacy protection: Plan for retirement and beyond. 🌴

Retirement planning isn’t just about saving — it’s also about protecting your legacy. Explore strategies for minimizing estate taxes, passing on assets, and aligning your retirement plans with your long-term goals. 🧾

Join us for our Estate Planning Seminar on Thursday, May 15, at our Fort Washington location.
Reserve your spot today.

👉 Learn more and register: https://share.hsforms.com/1kHPoZ1FNQNC74tBPs6MKLQbujpu

05/05/2025

New job, new opportunities: Update your estate plan for a smooth transition. 💼

Changing jobs or advancing in your career is a great time to review and update your beneficiary designations, retirement plans, and other key documents. Learn how career transitions can impact your estate plan — and steps you can take to stay organized. 📈

Join us for our Estate Planning Seminar on Thursday, May 15, at our Fort Washington location.
Reserve your spot today.

👉 Learn more and register: https://share.hsforms.com/1kHPoZ1FNQNC74tBPs6MKLQbujpu

05/01/2025

Take steps toward setting up your children’s future. 🧒

🎒 Family planning goes beyond daycare and school fees — it also includes important legal documents like wills, trusts, and powers of attorney. Learn how estate planning can help you organize your finances and clearly outline your wishes for your children’s future.

Join us for our Estate Planning Seminar on Thursday, May 15, at our Fort Washington location.
Reserve your spot today.

👉 Learn more and register: https://share.hsforms.com/1kHPoZ1FNQNC74tBPs6MKLQbujpu

04/28/2025

Plan ahead for peace of mind. 📝

Setting up beneficiaries for your accounts and insurance policies is an important step in organizing your finances and supporting your loved ones.

Join us at our Estate Planning Seminar on Thursday, May 15, at our Fort Washington location. Reserve your spot today! ✍️

👉 Learn more and register: https://share.hsforms.com/1kHPoZ1FNQNC74tBPs6MKLQbujpu

11/12/2024

Estate concerns are about more than just who gets what. To ensure a lasting legacy, you should consider getting your documents in order and have a clear strategy to help avoid confusion.

A TruMark Financial Wealth Advisor can help you review your current accounts and create a financial plan to make things easier in the future for you and your family.

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

Source: Investopedia.com, May 19, 2024
This post is not a replacement for real-life advice, so make sure to consult your legal or tax professional before modifying your estate strategy.

11/05/2024

If you have no will, the laws of your state may help determine what happens to your estate. Clarifying your wishes can make things simpler for your loved ones in a difficult time.

A TruMark Financial Wealth Advisor can help you put into place a financial plan so you and your loved ones are more prepared for the future.

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

Source: Investopedia.com, April 19, 2023
This post is not a replacement for real-life advice, so make sure to consult your legal or tax professional before modifying your estate strategy.

10/29/2024

While your will allows you to decide who gets your estate when you pass away, this does not necessarily extend to your retirement accounts, which are typically only transferred to the designated beneficiaries. These should be updated whenever your life changes.

A TruMark Financial Wealth Advisor can help you update your financial plan and make sure your beneficiaries are set up according to your preferences.

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

Source: Investopedia.com, May 28, 2024
This post is not a replacement for real-life advice, so make sure to consult your legal or tax professional before modifying your estate strategy.

10/22/2024

Only 32% of American adults have a will in place. While probate usually takes six months to several years to complete, it can take much longer without a will. Keep yours up to date and talk to a TruMark Financial Wealth Advisor about strategies that might help manage the probate process.

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

Source: Caring.com, 2024 | Investopedia, April 19, 2023
This post is not a replacement for real-life advice, so make sure to consult your legal or tax professional before modifying your estate strategy.