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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.