by Trinity Financial Group | Feb 12, 2019
Valentine’s Day is supposed to be a day for romance and reconnection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax... 
by Trinity Financial Group | Jan 29, 2019
It’s that time again. A new year is here, which means a volatile 2018 is in the rearview mirror. The markets suffered a steep drop at the end of last year after climbing steadily through the first three quarters. A number of factors contributed to the markets’... 
by Trinity Financial Group | Jan 11, 2019
A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the April 15 tax filing deadline will be upon us, and it will be time to submit your return. It’s always wise to meet with your financial... 
by Trinity Financial Group | Dec 19, 2018
The holiday season is here, and that means it’s the giving season for many Americans. According to a recent survey, 63 percent of all Americans donate to charity in the final two weeks of the year. Most of those donations go to religious, poverty, and childrens’... 
by Trinity Financial Group | Dec 10, 2018
Thinking of working with a financial professional? Or are you unsure of whether your financial professional is right for you? A financial professional can be a valuable resource in helping you reach your biggest goals, like retirement, college savings, and even... 
by Trinity Financial Group | Nov 21, 2018
It’s been decades since tariffs have been in the news. They’ve made a comeback recently though as the Trump administration attempts to tackle America’s trade deficits. Tariffs are a tax or duty that a government places on a specific imported good or service. In recent... 
by Trinity Financial Group | Nov 15, 2018
What’s your strategy to manage a long-term disability? If you’re like many workers, you don’t have one. Many people assume that disability won’t happen to them or that because they’re not in a labor-intensive job, they’re not at risk. The truth, though, is that... 
by Trinity Financial Group | Oct 24, 2018
Income is at the core of any retirement strategy. Simply put, your goal in retirement is to generate more income than you spend. That way you can preserve and increase your assets and make your savings last for life. If you can’t generate enough income, you may... 
by Trinity Financial Group | Oct 16, 2018
If you’re a millennial, estate planning is probably the furthest thing from your mind. After all, you’re still young. You’re planning for your career, family, business goals and maybe even your retirement. Death probably seems like a highly unlikely possibility.... 
by Trinity Financial Group | Sep 26, 2018
According to recent studies, life insurance ownership is on the decline. Nearly 56 percent of Americans don’t own coverage. Among those that do, 40 percent say they don’t have enough. In fact, LIMRA, an insurance industry organization, estimates that Americans as a... 