The Fed and How It Got That Way How to Retire Early Keeping Up with the Joneses Busting the Bubble

Today's investment climate offers unprecedented opportunities, yet the list of financial goals and concerns facing you is seemingly endless. And there are no easy answers.

At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to pursue the areas of your life that bring meaning and purpose. We call this True Financial Freedom, and we help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

The key to helping you move toward True Financial Freedom is our wealth management process, a holistic approach to financial guidance that reflects your specific life circumstances and priorities.

This unique wealth management process will provide you with three important benefits:

  1. A clear understanding of your financial goals and dreams
  2. A well-defined road map for working toward those goals and dreams
  3. Ongoing consulting to help you make adjustments along the way

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in working with individuals, families and business owners that want personalized guidance to help them work toward a more secure financial future.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit our Web site often, as our content is constantly changing. For help with your financial goals and dreams, or for more information on Trinity Wealth Management, please contact us today.

 

Helpful Content

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition waiting to claim them.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow