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Optimize Your Social Security Payout with Strategic Timing
Optimize Your Social Security Payout with Strategic Timing
In the past, there was a general thought that when you turn 65, you retire and begin taking your Social Security benefits. This is because,...
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Affluent Investors Need the Right Tax Plans for a Prosperous Retirement
Affluent Investors Need the Right Tax Plans for a Prosperous Retirement
If you’re earning a higher income, you’re well aware of the hefty income taxes that come along with it. It’s an aspect of your financial...
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What Would a 2024 Recession Mean to My Business?
What Would a 2024 Recession Mean to My Business?
One of the main challenges business owners may face later in 2024 is the possibility of a looming recession. If the thought of this has...
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New Trinity Wealth Advisors Website
New Trinity Wealth Advisors Website
At Trinity Wealth Advisors we are here to help you build a financial life consistent with your goals, beliefs, and values. We are thrilled to...
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Why Business Owners Use the Services of a Fiduciary Financial Advisor
Why Business Owners Use the Services of a Fiduciary Financial Advisor
As a successful business owner, you understand the importance of making informed decisions that secure your company’s future and contribute to financial prosperity. One way...
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The Certain Uncertainty of the Presidential Election
The Certain Uncertainty of the Presidential Election
With another presidential election just months away, there is one thing Democrats, Republicans, Libertarians, Greens, moms, dads, kids, entrepreneurs, executives, employees, doctors, lawyers, dentists, and...
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Four Questions for Pastors on Money, Faith and Purpose
Four Questions for Pastors on Money, Faith and Purpose
A couple of summers ago, our firm conducted research, asking a wide variety of respondents about their financial concerns as they thought about retirement. The...
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Three Questions To Ask Yourself Before Hiring ‘The’ Financial Advisor
Three Questions To Ask Yourself Before Hiring ‘The’ Financial Advisor
In the end, only you will know whether you’ve found that right fit for a financial advisor. There are a few people who will learn...
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Five Things Purpose-Minded High Achievers Face with Retirement
Five Things Purpose-Minded High Achievers Face with Retirement
By being proactive, you can create a retirement that aligns with your values as a purpose-driven leader. A little while back, I interviewed high-achievers—leaders who...
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This 83-Year-Old Retiree Started an Organization to Rebuild the Country’s Electrical Grid
This 83-Year-Old Retiree Started an Organization to Rebuild the Country’s Electrical Grid
What do you want to accomplish in retirement? If someone had asked Bob Galvin that, they would have gotten a really strange answer. Galvin was...
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What Does a Ford Pinto Have to Do with Your Retirement Account? More Than You Might Think.
What Does a Ford Pinto Have to Do with Your Retirement Account? More Than You Might Think.
Periodically over the years, you’ve probably seen chatter on whether the federal government should mandate advisors to maintain a fiduciary responsibility toward their clients. I’ve...
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Retirement Isn’t About How Much Money You Have. It’s About the Life You Want to Live.
Retirement Isn’t About How Much Money You Have. It’s About the Life You Want to Live.
When it comes to retirement, “How much is enough?” is really the core question many of our clients face. It’s a question that can cause...
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