Blog
15 Jan 2024
Financial Planning
Time, Talent, and Treasure: Why You Need a Plan for Giving in Retirement
For many of you, the end of the year means a last-minute rush of giving to charities you support. That rush often leaves you saying,...
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8 Jan 2024
Retirement Planning
Your Next Big Act After Retirement is Waiting for You
Ronald Reagan retired from the silver screen, became a GE spokesman, retired from that job, became Governor of California, retired from that job, then became...
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2 Jan 2024
Advisors
I Didn’t Want to Become a Client of Our Firm – but Life had Other Plans
I have to be honest. When I made the choice to become a client of Trinity Wealth Advisors, it wasn’t because that had been the...
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24 Dec 2023
Advisors
How Do You Know When You’ve Reached a Crossroads?
For me, I’ve had moments when I’ve known that everything after that one specific point in time would be different. The first major crossroads I...
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