Trinity Wealth Management, LLC

05/18/2026

When was the last time you checked the beneficiary on your 401(k) or IRA?

For most families, the accounts that hold the bulk of their wealth pass outside of their will, controlled by a single beneficiary form that may not have been touched in years.

Our latest blog walks through how these designations work, the most common mistakes we see, and a simple way to review your own.

Outdated beneficiary designations can override your will. Learn the most common mistakes, tax pitfalls, and how to keep your estate plan aligned with your wishes.

04/15/2026

We are honored to share that Trinity Wealth Management has been named to USA TODAY’s Best Financial Advisory Firms 2026 list.

This recognition is especially meaningful to us because it marks the fourth consecutive year our firm has been included. This honor recognizes the top Registered Investment Advisory firms nationwide, evaluated based on recommendations from clients, industry professionals, and advisory peers, as well as asset growth.

Thank you to our clients, team, and community for being part of this journey with us.

Read the USA TODAY article here: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/



Important Disclosures:
Trinity Wealth Management has been ranked by USA Today in the Best Financial Advisory Firms in 2026 out of the top 1,000 Registered Investment Advisory firms ("RIA Firms").The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.

About USA TODAY's Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 1,000 RIA firms. The ranking of the best (“RIA Firms”), published in April 2026, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2025 to January 2026, while long-term development spanned a five-year period from January 2021 to February 2026 with the ADV data being as of 12/31 each year. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.

Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.

04/02/2026

Annuities are often discussed as a way to generate more predictable income in retirement. In some situations, they can play a meaningful role. In others, the tradeoffs may outweigh the benefits.

In our latest blog, we take a balanced look at the pros and cons of annuities, where they may fit, and the questions worth asking before making a decision.

Explore the pros and cons of annuities, including guaranteed lifetime income, tax-deferred growth, fees, commissions, and liquidity tradeoffs. Learn when annuities make sense—and when they may not fit your financial plan.

03/04/2026

Retirement accounts are often one of the largest assets passed from one generation to the next.

However, inherited IRAs come with specific distribution rules that can significantly impact taxes and long term planning decisions.

In our latest blog, we break down what beneficiaries should know and highlight key considerations to help families preserve more of what is passed on.

Inherited IRAs come with complex distribution and tax rules under the SECURE Act. Learn how the 10-year rule, RMD requirements, and tax implications affect beneficiaries—and how strategic planning can help reduce penalties and preserve wealth for the next generation.

01/29/2026

ETFs and mutual funds are often grouped together, but the differences between them can have a meaningful impact on taxes, costs, and flexibility over time.

In our latest blog, we break down how these two investment vehicles work, where the key differences lie, and why understanding those distinctions matters as part of a thoughtful investment and tax planning strategy.

Exchange Traded Funds (ETFs) and mutual funds provide diversification and access to asset classes when building an investment portfolio.

01/28/2026

Thinking about retirement but not sure where to start? Our Retirement Planning Today® classes are a great place to begin.

These classes are strictly educational. No products to buy and no pressure. Just clear, practical information to help you better understand your retirement options.

We have expanded our upcoming class schedule and are offering six classes through March, with multiple weekday options.

Join us at an upcoming class
📍 Penn State Great Valley
📍 Owen J. Roberts High School
⏰ 6:30–9:00 PM

Whether you are just starting to think about retirement or refining an existing plan, this is a welcoming place to learn and ask questions.

👉 View all class dates and reserve your seat here:
https://trinity-wealth.com/financial-classes/

Register for one of our upcoming classes. We have been teaching RETIREMENT PLANNING TODAY® for over a decade.

01/22/2026

We were really happy to support Fostering Hope this Giving Tuesday! The work you do for kids in our community is incredibly important, and we are thankful for the care, time, and heart you put into it every day. 💙

☃️ Hope all our local friends are holding up ok during this snowy weekend! ❄️
🧡 We wanted to send a big THANK YOU to Trinity Wealth Management, LLC for their recent generous donation which helps us serve many local youth experiencing the Foster Care system! 💙

For more information & ways to donate:👇
🌎 linktr.ee/fosteringhopechesco

01/14/2026

Planning for retirement doesn’t have to be overwhelming. Our Retirement Planning Today® classes are designed to make it simple, clear, and actionable.

📅 Join us at an upcoming class:

📍 Penn State Great Valley
Thursdays, Jan 29 & Feb 5
Wednesdays, Feb 4 & Feb11

📍 Owen J. Roberts High School
Tuesdays, Feb 17 & Feb 24
Wednesdays, Feb 25 & March 4

⏰ 6:30–9:00 PM

Whether your goals include growing your savings, protecting your legacy, or enjoying retirement with confidence, this is a great place to start.

📩 Reserve your seat today!

https://trinity-wealth.com/financial-classes/

Register for one of our upcoming classes. We have been teaching RETIREMENT PLANNING TODAY® for over a decade.

12/11/2025

The IRS recently released the 2026 contribution limits, bringing several important updates for retirement savers. Many limits have increased, and there’s a notable rule change ahead for those making catch up contributions.

We break down what’s changing and how it could impact your long-term strategy in our latest article.

The IRS has released the updated 2026 contribution limits for retirement accounts, savings plans, and key benefit programs.

12/04/2025

💙 Giving Back Together 💙
Each year on Giving Tuesday, we continue a tradition that means a great deal to us. Our team carefully selects three local nonprofits, and we invite our clients to help guide our giving by voting for the organization they feel most called to support.

The three organizations we selected this year all center their work on supporting children and families, a focus that feels especially meaningful as our own families continue to grow and evolve.

Here are the three organizations we are proud to support this year:

✨ Case for Smiles - Helping children with cancer and other life-changing illnesses, and their families, cope with treatment while building resilience for the future.
✨ Fostering Hope Chesco - Empowering youth experiencing foster care, supporting families, and easing the transition into the foster care system for every child they serve.
✨ Maternal and Child Health Consortium of Chester County - Providing compassionate, family-centered services to support prenatal and parenting families so children can begin life with a strong foundation.

Thank you to everyone who takes part in this tradition with us. Your votes help shape the impact we make together and ensure these inspiring organizations receive meaningful support.

Call now to connect with business.