Understanding Today's Financial Environment
Never in human history has life been this complex. Whether your goal is preparing for a successful retirement, paying for college for children or grandchildren, taking care of elderly parents- or a combination of all three- we can help you address your financial concerns.
At Trinity Financial Strategies, we help distill the ever-changing mountain of financial information, and break it down for you in plain English, which allows you to make better, more informed financial decisions. As you review our site and our educational videos, articles and calculators, please feel free to contact us if you'd like to have a confidential conversation regarding your personal circumstances, and how we can help.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here are five facts about Social Security that are important to keep in mind.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What if instead of buying that vacation home, you invested the money?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
That big list of dreams and goals isn't the only way to look at your bucket list.
Understanding the cycle of investing may help you avoid easy pitfalls.