Mainstar Trust

Happy National Family Owned and Operated Businesses Day!

Family-run small businesses are the backbone of our communities, built on hard work, dedication, and long-term vision. If you’re a small business owner thinking about your retirement plan options, there are solutions designed with flexibility and growth in mind.

From SEP IRAs to other retirement accounts, you can build retirement savings that reflect the way you do business.

Learn more about retirement plan options for small business owners here:
https://mainstartrust.com/investor-type/small-business

Looking for more freedom to save for retirement and investing? If you’re in your 40s or 50s, now is a powerful time to sharpen your budgeting strategy.

This HerMoney article offers practical tips for tightening expenses and freeing up funds — giving you more room to grow your retirement savings and pursue investment opportunities that align with your financial goals.

Smart budgeting today can lead to greater financial confidence tomorrow.
Read the article here: https://hermoney.com/earn/budgeting-tips-for-your-40s-and-50s/

The Best Budgeting Tips for Your 40s and 50s You may feel like you graduated from college just yesterday, but by the time you reach your 40s, you’re officially in middle age. In fact, ages 40 to 59

Did you receive IRS Form 5498 and wonder what it's actually telling you about your retirement account?

While it isn't a form you'll file with your tax return, it contains important information about IRA contributions, rollovers, account values, and more. Understanding what it includes can help you keep accurate records and stay informed about your retirement savings.

Learn what IRS Form 5498 is, why it matters, and what information you should review in this helpful blog post from Mainstar Trust.

Read more: https://mainstartrust.com/blog/post/irs-form-5498-provides-important-information

Blog Blog - Stay up to date with, and find more in-depth information about our services.

April Is Financial Literacy Month, and understanding key financial terms is a crucial part of building confidence with your retirement savings. One term you may hear often is ETF, which stands for Exchange-Traded Fund, a type of investment that holds a mix of assets like stocks or bonds and trades on the market much like a stock.

ETFs can offer diversification and flexibility as part of a long-term retirement strategy, helping you keep your portfolio balanced and aligned with your goals.

To learn more about what ETFs are and how they work, check out this article from U.S. News & World Report: https://money.usnews.com/investing/term/etf