Trek Wealth Solutions

08/28/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.

08/23/2026

Making a will is a key step to consider as you prioritize your family's future.

08/19/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/18/2026

August is National Make-a-Will Month. Take this opportunity to provide for your loved ones and manage your legacy. # TrekWealthSolutions

08/11/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

08/07/2026

As we venture into the great outdoors, let's make sure we do so responsibly and safely! 🏕️🌲

Check out these essential outdoor fire prevention tips from the U.S. Fire Administration to protect nature and ourselves.

Enjoy the beauty of nature while being mindful of fire safety. Together, we can protect our cherished wilderness and ensure that outdoor adventures remain unforgettable for all the right reasons! 🌳🔥

Help your community to prevent outdoor fires. Share these safety tips to keep residents fire safe while enjoying outside activities.

08/06/2026

Your investments are only one piece of your financial picture.

When people think about financial planning, investing often gets all the attention.

But a strong financial plan connects many moving pieces, including:

• Cash flow and spending
• Emergency savings
• Tax planning
• Insurance
• Retirement planning
• Estate planning
• Employer benefits
• Family and legacy goals

Each decision affects the others.

That's why successful financial planning isn't just about choosing investments—it's about making sure every part of your financial life works together to support the future you want to create.

AI can help organize information. A comprehensive financial plan helps connect the dots.

Let's have a discussion.
Management Planning

07/31/2026

With sunny days in full swing, shielding our skin from harmful UV rays is crucial. But amidst all the information, getting the facts right is essential! The FDA has provided valuable insights on sunscreen to keep you informed and protected. 🛡️🏖️

Stay informed, protect your skin, and enjoy the summer safely! Share this important information with your friends and family so everyone can take the sun responsibly. Let's make sun safety a top priority this season! ☀️🌿

The FDA regulates sunscreens to ensure they meet safety and effectiveness standards.

07/30/2026

When markets get noisy, perspective becomes one of your most valuable investments.

During periods of market volatility, it's easy to get caught up in headlines, predictions, and emotional reactions.

AI can summarize the news.
It can explain what's happening.
It can even generate charts and historical comparisons.

What it can't do is understand how *you're* feeling, or remind you why you built your financial plan in the first place.

Sometimes the best financial decision isn't making a change.

It's staying focused on your long-term goals instead of reacting to short-term uncertainty.

A thoughtful plan is designed to help guide decisions before emotions take over.

Let's have a discussion.
Management Planning

07/24/2026

Gain Life-Saving Skills with the American Heart Association! 💙🏥

Are you ready to become a real-life superhero? 💪 Learn essential life-saving skills with the American Heart Association's CPR courses! Whether you're a healthcare professional or a concerned citizen, these courses are designed to empower you to act confidently during emergencies. 🚑🩺

Don't wait for an emergency to wish you had known what to do. Take action today, and join the millions of individuals who are trained to save lives. Together, we can make a difference! 💙🙌

Find the best CPR and first aid course for your needs at the American Heart Association. Choose from online and in-person options.