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.
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When to start? Should I continue to work? How can I maximize my benefit?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
At what point can you call a personal vehicle commercial?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Calculating your potential Social Security benefit is a three-step process.
What’s the deal with your yearly free credit report?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.