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

 


Who’s Your Sherpa?

Straight from the Blog

Retirement Funding Strategies for Business Owners

Are you a business owner starting to contemplate retirement? Retirement is a big financial challenge for anyone, but it can be especially difficult for business owners. Your retirement doesn’t just impact you. It can also affect your customers, employees and others...

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Will Your Retirement Savings Withstand Inflation?

Today’s retirees face a broad range of financial challenges and risks. Market volatility could threaten your savings and ability to generate income. Health care costs could drain your assets. Taxes and other expenses could be higher than expected. There’s one risk,...

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3 Answers to Common Questions About Deferred Annuities

Are you in the process of preparing for retirement? If so, you may be exploring the various financial tools available to help you manage your assets and income after you retire. From IRAs to insurance to investment products, you have a broad range of tools and...

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877.331.1217

Fax: 402.502.0814

14301 FNB Pkwy Ste 210,
Omaha, NE 68154

101 Timbercove Rd
Marquette, NE 68854

Trinity Financial Group, Omaha

877.331.1217
Fax: 402.502.0814

 

14301 FNB Pkwy Ste 210,
Omaha, NE 68154

Trinity Financial Group, Marquette

877.331.1217
Fax: 402.502.0814

 

101 Timbercove Rd
Marquette, NE 68854

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