Trevor Faulkner - Financial Advisor

06/07/2022

What’s your “sleep factor”? If uncertainty and worries about tomorrow are keeping you up at night, building a resilient investment plan can ease concerns and help ensure your financial well-being in the future. Read more in the latest Equitable and Atlantic Re:think article https://eqtble.co/3waheBs.

06/02/2022

As oil prices rise, that clearly translates to higher prices at the gas pump. But it could also have an impact on your investment portfolio. Learn more about how oil prices affect the stock market and how investors should respond.

Rising oil costs have given consumers more to worry about than just high gas prices. What does the jump in oil prices mean for your investment

05/31/2022

Getting into the habit of saving can be fun when you include friends. Here are some creative ways to encourage one another to do so. Contact me to further discuss your financial plans.

Many people want to save more money. The problem is, it isn't the most enjoyable thing to do in many cases. Fortunately, by taking on the task with

05/30/2022

We remember and honor the brave women and men who made the ultimate sacrifice in defense of our freedoms to protect our way of life.

05/26/2022

Interest rates are expected to rise this year and that could affect your estate planning. Learn the best strategies for estate planning in both high- and low-interest rate environments.

Caution Sign - Higher Interest Rates Ahead getty The current War in Ukraine has added fuel to the fire of inflation which started in the aftermath of

05/24/2022

Dining out rather than cooking at home may be taking a bigger bite out of your wallet than you realize. This article compares the costs of regularly eating out versus once in a while for truly meaningful occasions -- and how your finances may benefit from “food frugality.”

A few weeks ago, I found myself in a situation where I was really hungry but there weren't many food options around. I decided to keep my costs as low as possible, so I went into the only restaurant I could find, a nice little diner. I want to be clear during this article that I am not picking on th...

05/19/2022

Including a tax-smart strategy in your retirement savings plan can manage their impact, helping you retain more of your income now and later. Let’s review the possibilities. https://eqtble.co/3JVUCIm

05/17/2022

What do you want to accomplish in retirement? Helping you secure financial freedom is critical to prepare for the future, but finding your purpose is equally important. Here are some ways you may think about retirement, and let’s build a strategy to help you achieve your goals.

Planning for retirement starts with a good financial plan, and the earlier you get started, the better. That gives you time to make sure you are on sound financial footing, and enables you to begin planning for how you want to live your life once you retire. A key to a happy retirement, along with e...

05/12/2022

What’s your strategy for accumulating enough savings to enjoy the kind of retirement you want? Working with a financial professional can help you design both a savings plan and a tax-smart strategy to help you retain more of your income now and later. Contact me to learn more. https://eqtble.co/3Or5GQX

05/10/2022

Conversations about long-term care can be challenging. These tips — and input from a financial professional — can initiate a dialogue about costs and options to help find the right living situation for aging parents and to ease any transition. Contact me to learn more. https://eqtble.co/3gDgMCH

05/08/2022

To moms everywhere, we wish you a very Happy Mother’s Day. It’s your special day, so hoping it’s filled with lots of pampering and relaxation.