Blog

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...

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...

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...

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...

Those who’ve been blessed with wealth want to make a difference, but too often busy lives and careers leave them making last-minute, tax-driven donations at...

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,...

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...

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...

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...