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With all that the pandemic brought to our doorsteps, many of us put our travel plans on hold. However, travel is returning, which brings to mind the sights that are of interest. A short list might include visits to the Seven Wonders of the World. While you are testing yourself to see how many you can name, read on to learn about the eighth wonder of the world. Here are some tips to help you identify what it is: ...

Personal finances can become a stumbling block for many of us. As Joslyn G Ewart, Founding Principal of Entrust Financial LLC, describes in her podcast hosted by Gillian Johnson, COO for Envision2bWell, some straightforward planning accompanied by simple arithmetic can make a lasting difference in achieving our most important financial goals, even when planning is a shared activity with a spouse or life partner. We would love to hear your thoughts about this podcast. Contact Entrust today! ...

If you are like most investors, you would like perspective on how financial market trends may affect your portfolio of investments. For user-friendly commentary, please enjoy the quick read and chart following. As always, our Entrust advisors welcome the opportunity for a conversation. Entrust Financial LLC® Market Commentary for the First Quarter, 2021 Following a record-breaking year, capital markets continued their rally through the first quarter of 2021. Factors such as increased vaccine distribution combined with additional government stimulus ...

BY SBN MAR 24, 2021 Your business’ health and well-being are essential to our local economy. Following a year that exhausted whatever savings many businesses had, and exacerbated long-standing economic inequities, SBN wants to see your business grow and thrive while making sure that you and your employees are protected. Through the help of our partner and member Entrust Financial, we are launching 401(k) retirement options to the diverse local independent businesses in our network that also invest in social ...

Tip 1: The conversation A common theme as we talk with clients during these unprecedented times is their renewed focus on “what really matters.” In other words, some now have the gift of more time than usual and are using that downtime to reaffirm their values. Perhaps you recognize yourself in a similar situation and have discovered, like many clients, that such conversations can be instrumental in crystallizing what is most important to you. It will not be surprising to ...

Good News, Bad News for Your Retirement Accounts: The SECURE Act If you own a retirement account, you could experience good or bad news in the year ahead due to the recent passage of the “SECURE Act.” Good News If you have not yet been required to begin distributions from your retirement account(s) (the minimum amount you must withdraw from your account each year), you are now permitted to wait until you reach the age of 72, providing you ...

We all know that it is important to draft and execute basic legal documents, since doing so makes it possible for us to protect and benefit those we love. In fact, if we procrastinate our responsibility to complete this task, the state in which we live already has a plan for how to distribute our legacy. But the state’s plan might not resemble our own wishes and preferences. While recognizing the importance of your legal documents, however, remember that ...

There is nothing like uncertainty to prompt investors to question just how well they understand the power of the capital markets. And uncertainty we have—politically, globally, and with respect to one common target of complaint—the weather. Well, we will never be able to control the weather, but we can respond to it effectively. And we can respond appropriately to the power of the capital markets, too, and put that power to work for us regarding our portfolio of investments, ...

Protecting our assets is a priority for most of us, with respect to our personal as well as our business finances. One growing threat to the security of our assets is cyber-fraud. As investment advisors, Entrust Financial recognizes that cyber-fraud is often a people problem rather than an IT problem. Therefore, we encourage clients to be mindful of the following three tips as we aim to protect them from harm. Three easy tips to enhance protection: Do not open ...

We presented in a recent blog about protecting your business using proper business insurance planning. The attorney on your professional team often comes to the rescue, too, and saves your business from the consequences of harmful mistakes. If you assume that you are a sensible person who does not need an attorney on your team yet, you may think again after you read and watch the following. In a conversation with business attorney Christina (Tina) Reger, she reported to ...