To All Baby Boomers and Millions of Current Social Security Recipients:
I’ve spent the last 25 years experiencing first hand the challenges facing today’s retirees. As a result of what I’ve learned, I’ve created a FREE Social Security Benefit Analysis to show pre-retirees how to maximize their Social Security Benefits, and to teach those already retired, how to get the most from their retirement savings. The Social Security Analysis is complimentary and you can access it now at www.TrinityFinancialStrategiesPresents.com,or by clicking the image below.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A quick look at how federal income taxes work.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.