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

Self-Employed? 3 Tips to Help You Plan for Retirement

Are you self-employed? Self-employment can be a fulfilling experience, but it can also present unique challenges, especially when it comes to planning for retirement. While traditional employees can participate in their employer’s 401(k) plan or pension, self-employed...

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5 Red Flags That Could Mean Trouble in Retirement

Do you know whether you’re on track to meet your retirement goals? If the answer is no, you’re not alone. A recent Gallup study found that more than 50 percent of Americans are worried that they won’t be able to fund their retirement.1 If you’re unsure about your...

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A 3-Step Plan to Help You Retire Early

Do you want to retire early? You’re not alone. According to a recent study from MSN, two-thirds of millennials want to retire before age 65.1 That’s well ahead of the current Social Security full retirement age of 67. Retirement is a challenge at any age. Many...

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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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