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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Around the country, attitudes about retirement are shifting.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Here's a breakdown of how the federal government spends your tax money.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is your plan for health care during retirement?
Why are 401(k) plans, annuities, and IRAs so popular?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The market is as unpredictable as the weather. We’d love to help you prepare.