Broker Check

Treece Talk: E-News & Videos

August 2018

Treece Talk: What the heck is an AIF and why does it matter?  |  3Q Market Forecast  |  Financial Planning Resources for Women  |  Aging in Place Seminar

July 2018

Treece Talks Travel: Please Leave Home Without It  |  New Trends in Travel  |  The Best Apps in Travel

June 2018

Treece Talk: Leaving A Legacy: The Importance of Estate Planning  |  Goodbye Nursing Homes! The New Trend is Co-Housing with Friends

May 2018

Treece Talk: Why America’s Return to $1 Trillion Deficits is a Big Problem for You | How to Create a "my Social Security Account" | What It Was Like to Finally Write My Will 

April 2018

Check Out Treece's Trending Topics

March 2018

Put Your Money Where Your Values Are

February 2018

Raise your DHI (daily happiness index): RAISE Family Caregivers Act, Social Security Planning, Seminar Series

January 2018

New Year—New Investment Issues to Consider: Timely updates on the booming economic market, cryptocurrencies, planning for affordable housing and healthcare, and HSAs vs FSAs.

Disclosure: This article is for informational purpose and is not a solicitation for investment. Bitcoin and other cryptocurrencies are speculative investments and involve a high degree or risk. It is not intended to be, nor should it be construed or used as investment, tax or legal advice, a recommendation, or an offer to sell, or a solicitation of an offer to buy, an interest in cryptocurrency. An investment in cryptocurrency is not suitable for all investors.

December 2017

Dec 10th Annual Holiday Party | Decipher | End-of-Year Financial Reminders | Protecting Credit While Holiday Shopping | Caregiving Issues | New Fed Chair Jerome Powell

November 2017

On-The-Rise-in-2018 | Social-Security-Checks | IRA-Contribution-Limits

July 2017

August Events - Welcome new team members - Treece Financial Group Referrals of the Month - Updates on the markets and risk concerns ... click here to read more

April 2017

The Markets - Retirement Income and Retiree Worries - Treece Financial Group Referral of the Month - Are you on Social Media? ... click here to read more

February 2017

Introducing Robert Wroblewski - The Markets, Economy, and Political Environment - Doctor Locator and Background Information - We're on the Web ... click here to read more