Trinity Wealth Management

"If you find yourself overspending this time of year, it’s helpful to ask why." Discover the key questions to keep your finances in check in today's article.

This month has been a whirlwind of celebrations! ?? A huge Happy Birthday to our fantastic teammates: Chris, Michelle, David, Janikia and Mike! ???? We all enjoyed some beautiful cakes together, making the celebrations even sweeter! ??? Here's to another year of amazing memories and fun times! #TeamCelebration #BirthdayVibes #Celebrate

Be cautious of unsolicited calls, emails, or messages claiming to be from government agencies or well-known companies. Scammers often use these tactics to trick you into providing personal information or money. #FraudAwarenessWeek

Should You Freeze Your Credit or Social Security Number? ?? In today’s blog, we explore the pros and cons of each option to help you make an informed decision about protecting your financial identity. https://lnkd.in/dAmdVp76 #FraudAwarenessWeek

This week is Fraud Awareness Week! Don’t miss our latest webinar:?“How to Stay Safe from Identity Theft & Cybercrime.”?Learn essential tips and strategies to protect yourself and your loved ones from online threats. https://lnkd.in/eGqvtXqQ #FraudAwarenessWeek

Consider using a donor-advised fund (DAF) to maximize your charitable giving. With a DAF, you can make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.

Creating a family foundation is a powerful way to align your family’s values with your philanthropic goals. It offers a structured approach to managing, growing, and distributing wealth, while fostering collaboration towards shared charitable objectives. Additionally, family foundations provide an excellent opportunity to teach younger generations about wealth management and responsibility. #NationalPhilanthropyDay

Starting next year, a new law will allow older workers to contribute more to their 401(k)s than before, aiming to enhance retirement savings for those in their early 60s.

Happy Veterans Day! We are grateful to all the brave men and women who have served our country. Thank you for your service!

Long-term care insurance is a crucial component of financial planning, especially as we age. It can help with the costs of long-term care services, such as nursing homes, assisted living, and in-home care.