Thomas Treshock - Wealth Management Advisor

07/11/2023

Don’t let 401(k) and IRA caps prevent you from saving as much as you need for retirement. Whole life insurance features a cash value component that can compound over time, and the growth rate is guaranteed. Ready to save more? Let’s talk. https://bit.ly/3vNpiaB

07/10/2023

Read the Park Avenue Securities Monthly Market Commentary for our latest market analysis. This month, we analyze recession pressures, asset class returns, the Federal Reserve, and much more.
https://www.parkavenuesecurities.com/monthly-market-commentary-july-2023

07/05/2023

On Friday, the Supreme Court ruled against President Biden’s student loan relief plan. As it currently stands, student loan interest will resume starting on Sept. 1, 2023, and payments will be due starting in October.

If student loans haven’t crossed your mind since the pause began at the start of the pandemic, now would be the best time to connect. How will your loans fit into your current financial picture?

04/17/2023

Third time is truly a charm! Proud to say I passed the CFP® Exam during the March cycle! Cannot thank all of those who have helped me get to this point. Excited for what’s to come!

03/16/2023

With an income protection plan, you can have greater confidence about your earning power and financial future. This article debunks some of the myths.

With an income protection plan, you can have greater confidence about your earning power and financial future. Learn the facts about disability insurance.

03/15/2023

Beware of tax hacks on social media, as they could lead to serious trouble with the IRS and hefty fines.

The tax agency is warning not to fall for social media advice to file a fake W2 in the hope of getting a big refund.

03/14/2023

Maxing out your retirement savings? Consider contributing up to the amount your employer matches, then use the balance to create an emergency fund, pay off short-term debt, or make non-retirement investments.

01/26/2023

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

01/25/2023

Managing an investment portfolio on your own is tough, even in the best of times (and now is not the best of times). Work with a financial professional you trust. And consider these tips to manage market stress. 6 tips to manage market stress

Things you and clients can do to manage market stress

01/24/2023

While the Fed has agreed to slow interest rate hikes, they're asking for flexibility regarding future hikes as they keep watch over the economy. Reuters has the story:

All officials at the Federal Reserve's Dec. 13-14 policy meeting agreed the U.S. central bank should slow the pace of its aggressive interest rate increases, allowing them to continue increasing the cost of credit to control inflation but in a gradual way meant to limit the risks to economic growth.