by Trinity Financial Group | Dec 23, 2019
It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you finished your Christmas shopping? If you’re approaching retirement, you may want to give yourself a gift this... 
by Trinity Financial Group | Dec 11, 2019
Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and make adjustments for the upcoming year. The performance of your portfolio in 2019 depends on your allocation and your... 
by Trinity Financial Group | Nov 27, 2019
What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for which you’re thankful. Many of our blessings and fortunate circumstances are determined by choices... 
by Trinity Financial Group | Oct 29, 2019
It’s that time of year again. Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be on television and you’ll have little ghouls and goblins showing up at your door for trick-or-treating. This... 
by Trinity Financial Group | Oct 14, 2019
Fourth Quarter Planning Checklist It’s hard to believe the year is almost over, but October is already upon us. Soon the holidays will be here and then we will flip the calendar to 2020. These last few months are also your last opportunity to make important financial... 
by Trinity Financial Group | Sep 26, 2019
Planning your retirement strategy? Wondering where your income will come from in retirement? It’s likely that Social Security will be part of the mix. More than 90% of Americans age 65 and older receive Social Security benefits. In fact, for 48% of married elderly... 
by Trinity Financial Group | Sep 12, 2019
Are you preparing to retire? If so, this is probably an exciting time. You’ve worked and saved your entire career to get to this point. Very soon, you’ll be able to spend your time as you wish, without the constraints of career and work. While retirement is a major... 
by Trinity Financial Group | Aug 30, 2019
Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85 percent of married women handle the day-to-day financial management in their household. However, the same... 
by Trinity Financial Group | Aug 22, 2019
The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned. There was no Uber or Airbnb. Social media was unheard of and virtual reality was the stuff of science fiction. The world changes... 
by Trinity Financial Group | Jul 25, 2019
In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a wide range of risks that could potentially derail your plan. Medical emergencies, disability,...