Trinity Financial Group

10/26/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

10/23/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

10/21/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

10/19/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

10/16/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

10/14/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

10/12/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

10/09/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.