American Trust Blog

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If you read that title and immediately recognized the reference, this article is for you! It's time for us geriatric’s to embrace our 40s-ish and take full control of our financial future to ensure that our nest egg is well prepared to support a retirement lifestyle full of avocado toast, and Instagram-worthy vacations.

How do you feel when the global stock markets swoon? Do you resist the urge to bail out when you see the markets dropping like the Roadrunner’s anvil? If you hold tight and keep your positions, you may owe a bit of gratitude to that recessed part of your brain I like to call your inner tax nerd. Its job, you see, is to help you avoid pain, and when I say pain, I mean tax cost.

It is not every day, heck not even every lifetime, that an opportunity to turn $10,000 into $100,000 in less than a month presents itself.

How are your resolutions holding up? Still making time for the gym? Any luck losing weight? A study shows merely 8% of people actually achieve their New Year's goals. It’s your life and you have more than a chance to succeed at achieving your goals, whether it be financial or otherwise.

Financial wellness can be defined in many ways given how encompassing of a concept it is. A simple definition is the ability to have a healthy financial life in the present and in the future.

The information presented is the opinion of the author. The author’s opinion is not necessarily shared by American Trust. Data and analysis presented are subject to change due to changing circumstances. Additionally, neither American Trust nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither American Trust nor the author is responsible as an expert for what readers do with the information presented. American Trust and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.