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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Women must be ready to spend, on average, more years in retirement than men.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.
Roth IRAs are tax advantaged in a different way from traditional IRAs.