Resources

You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific detail.

Ask yourself: Will you have enough income to cover your expenses in retirement? And, if not, what can you do to resolve the issue?

The sooner you answer these questions, the more effectively you can plan to cover any shortfalls. Trinity Financial Group can review your income needs and develop a plan for your future.

We encourage you to utilize these helpful resources to help you get—and stay—on track with your strategy. As always, contact us with any questions or concerns you might have and know we’re here for you.

Calculators

Sequence of Returns

How The Sequence of Returns Can Affect My Retirement Income

When planning for retirement income, the ultimate goal is to protect your savings while building your nest egg. See how here »

Retirement Income

How Much Money Will I Need in Retirement?

How much income will you need in retirement? Are you on track to hit your goal? Find out here »

Guides

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. As you get closer to retirement, it’s important to plan for your retirement income in specific detail. Fill out the form below to receive access to each one of our guides.

Videos

 

Client Appreciation

 

Client Appreciation

 

Who’s Your Sherpa?

Straight from the Blog

Are You Facing a Retirement Tax Bomb?

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...

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402.502.1225

Fax: 402.502.0814

14301 FNB Pkwy Ste 210,
Omaha, NE 68154

101 Timbercove Rd
Marquette, NE 68854

Trinity Financial Group, Omaha

402.502.1225
Fax: 402.502.0814

14301 FNB Pkwy Ste 210,
Omaha, NE 68154

Trinity Financial Group, Marquette

402.502.1225
Fax: 402.502.0814

101 Timbercove Rd
Marquette, NE 68854

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