by Trinity Financial Group | Mar 19, 2020
Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their tax treatment. As you may know, these accounts are tax-deferred. That means you don’t pay taxes on growth as long... 
by Trinity Financial Group | Feb 18, 2020
There’s a growing trend among new retirees. With increasing frequency, Americans are choosing to leave their retirement savings. According to data from Fidelity, 55% of workers leave their retirement savings in their former employer’s 401(k) plan for a full year after... 
by Trinity Financial Group | Jan 26, 2020
What are your New Year’s resolutions? Resolutions have been around as long as New Year’s itself. The first known mention of the phrase, “New Year’s resolution” was in a Boston newspaper in 1813. However, even 4,000 years ago, ancient Babylonians were making their own... 
by Trinity Financial Group | Jan 16, 2020
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement. The... 
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...