Trident Wealth

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Some of life's greatest rewards come from staying the course through challenges and keeping a long-term perspective.
07/16/2026

Some of life's greatest rewards come from staying the course through challenges and keeping a long-term perspective.

Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit ...
07/15/2026

Regularly updating your will keeps it aligned with your current circumstances and wishes.

Here are 7 reasons to revisit your will:
1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

Congratulations to our Operations Manager, Nic, on earning his Series 7 license! Photo: © Maureen Porto Photography
07/10/2026

Congratulations to our Operations Manager, Nic, on earning his Series 7 license!

Photo: © Maureen Porto Photography

A honeymoon is often one of the first big adventures a couple shares together, and for many, it's a memory that lasts a ...
07/07/2026

A honeymoon is often one of the first big adventures a couple shares together, and for many, it's a memory that lasts a lifetime.

Today, the average couple spends about $6,260 on a honeymoon, according to a LendingTree survey cited by CNBC Select. The total cost can vary widely depending on the destination, length of stay, travel season, accommodations, and activities.

Where did you go on your honeymoon? Tell us in the comments!

SOURCE: https://www.cnbc.com/select/average-honeymoon-cost/

Happy 4th of July! 🇺🇸
07/04/2026

Happy 4th of July! 🇺🇸

When it comes to retirement savings, time can be one of the most powerful variables.At a hypothetical 8% annual return, ...
07/02/2026

When it comes to retirement savings, time can be one of the most powerful variables.

At a hypothetical 8% annual return, contributing $500 per month starting at age 35 instead of 40 could result in more than $200,000 in additional savings by age 65.

The difference isn’t a larger contribution. It’s the added time for compounding to work.

Even a few years can have a meaningful impact on long-term retirement outcomes.

Owning a second home can be a great way to enjoy retirement, spend time with family, or create lasting memories.What man...
06/23/2026

Owning a second home can be a great way to enjoy retirement, spend time with family, or create lasting memories.

What many homeowners don't realize is that a second property often comes with different insurance considerations than a primary residence.

Extended vacancies, seasonal weather, and liability risks can all affect the type of coverage you may need. Second homes are often viewed differently by insurance carriers because they aren't occupied year-round.

If you own a vacation home, beach house, mountain cabin, or other secondary property, it may be worth reviewing your coverage to make sure it aligns with how the property is used.

Learn more:
https://www.tridentwealth.com/resource-center/insurance/insuring-your-second-home

Nothing says summer in Maryland quite like a bushel of fresh crabs! 🦀 Thank you to Lazio's Crabs!
06/19/2026

Nothing says summer in Maryland quite like a bushel of fresh crabs! 🦀 Thank you to Lazio's Crabs!

Starting a new job? Wondering what to do with your 401(k) from a former employer?Depending on your situation, you may ha...
06/18/2026

Starting a new job? Wondering what to do with your 401(k) from a former employer?

Depending on your situation, you may have several options, including leaving the assets in your former employer's plan, moving them to a new employer's plan, rolling them into an IRA, or cashing out the account.

Before making a decision, take time to understand your options and how each one may fit into your broader retirement strategy.

Learn more:
www.tridentwealth.com/resource-center/retirement/401k-choices-at-a-former-employer

Staying active is one of the most important investments we can make in our overall well-being.Whether it's a morning wal...
06/15/2026

Staying active is one of the most important investments we can make in our overall well-being.

Whether it's a morning walk, a round of golf, time in the garden, yoga, pickleball, or exploring a new hobby, staying physically and mentally engaged can support both health and happiness as we age.

Retirement isn't just about financial security. It's also about having the energy, purpose, and freedom to enjoy the activities and people that matter most.

What is your favorite way to stay active?

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711 Bestgate Road, Suite 201
Annapolis, MD
21401

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Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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