Your Trusted Partner Since 1986

Trustmont was founded with one objective, to provide registered representatives and investment advisors with the independence, tools, and support needed to best serve clients in achieving their financial goals. Read More About Trustmont

The Trustmont Group is a national independent broker/dealer licensed to offer securities and investment advisory services.  Trustmont is a member of both the Financial Industry Regulatory Authority (FINRA) and the Securites Investor Protection Corporation (SIPC), and is also a Registered Investment Advisor with the Securities and Exchange Commission (SEC).

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Blogs

What Recent Inflation Signals Mean for Financial Planning

Lacey Dochinez |
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...

Rethinking Retirement: Why True Wealth Is More Than Money

Lacey Dochinez |
Categories
Retirement
Lifestyle
Health
Family
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your...