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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Beware of these traps that could upend your retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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 some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?