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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 ...

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, ...

Middle Class Millionaires: Personal and Business Finance—Tips from the Top Q2, 2019 Build Your Professional Team: Investment Advisor, Insurance Agent, Accountant (CPA), Attorney As we head into the beautiful spring season, our Entrust Financial team is launching a new approach to our communications with clients and the community. We will draft our weekly blogs around a quarterly theme, complete with video story illustrations of the content. This will permit readers to go more deeply into each personal and business-related finance ...

Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. When the capital markets gradually appreciate, our goals for making work optional—retirement—feel good indeed. Now that volatility has returned with a vengeance, it can take a dose of faith to stay invested. However, there are three things we investors ...

When we think of cyber-security, it is easy to assume that if our technology providers do their jobs well, we are protected. But today, no matter the skill and competence of our tech providers, and no matter the effectiveness of our passwords and the systems we use to secure them, the threat to our security remains. Surprising to many, when this threat compromises our security, the cause is most often people behavior rather than IT system inadequacy. The ...