Blog
When it comes to your financial wellness, knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement, a career move or another milestone in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. To continue to enrich your financial knowledge and acumen, we invite you to explore our latest educational blog posts below.
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Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...
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Keeping Good Records is Good Business
Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but it may save you money and time. Here’s what to consider for your...
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Five Most Overlooked Tax Deductions
Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Here are five overlooked tax deductions to help manage your tax bill.
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Pay Yourself First
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most-basic tenets of sound investing involves the simple habit of...
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Trends in Charitable Giving
According to Giving USA 2020, Americans gave an estimated $449.64 billion to charity in 2019. That’s one of the highest totals in more than 60 years since the report was first published.1 Americans give to charity for two main...
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Why Medicare Should Be Part of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do...
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Breaking Down the Parts of Medicare
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the...
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Volunteering in Retirement – Living a Life of Giving
“This generation got no destination to hold... We are volunteers of America” “Volunteers” by Jefferson Airplane¹ Those of a certain age will recall these Jefferson Airplane lyrics as a call to action,...
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How Will the Election Year Affect Your Portfolio?
About this time every four years, many investors begin to wonder, “Which candidate will be better for the markets?” It’s a natural question, especially when almost every candidate touts his or her platform as the one...
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Handling Student Loans (the Debt Crisis and How to Manage It)
The student loan burden is a reality that's really not news. With the student loan debt at $1.6 trillion and rising in the U.S., plus the effects the COVID-19 crisis had on incomes and markets, it's no wonder more and more people find...
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Why You Need a Financial Advisor to Have a Successful Financial Marriage
Money is the biggest source of conflict in relationships, and it’s often the reason for divorce. And it makes sense — money brings on stress for any couple, no matter their income level. Below are the main financial issues...
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How to Avoid Running Out of Money in Retirement
Saving for retirement is something that most people start decades before they reach the golden years. But no matter how well you plan, it happens very often to run out of money in retirement. If the prospect of outliving your money is...
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Fiduciary Financial Advisors: What's the Difference?
Choosing a financial advisor is a big decision. You want someone who knows what they are talking about, who has wisdom about investing money, and who can help you meet your goals. This is especially true as we move into a...
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Small Business Owners: 5 Retirement Plan Strategies to Boost Your Benefits Program
As a small business owner, offering a competitive employee benefits program will not only help you retain your current employees, but it will also help recruit new talent to grow into the future. Whether you already have a retirement...
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Tips on Creating a Tax-Smart Withdrawal Strategy for Retirement
There are many factors to consider when planning for your retirement — and one of them is how, when, and how much you will withdraw from your retirement accounts. Plus, you’ll want to determine what is the most advantageous...
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The Sale of a Business: Key Differences Between Asset and Stock Sales
When it comes to a business sale, one of the biggest things to consider is whether or not the business in question should be sold as a stock or an asset. A business owner may think that the choice isn’t too important, as long as...
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Family Business Owners: Have You Diversified?
Private business owners pour a lot into their businesses, investing all of their money, time, and passion into keeping the company successful. This is admirable and necessary in many cases. However, once that business starts bringing...
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Paycheck Protection Program Changes: What Businesses Should Know
Since the March 27 passage of the Paycheck Protection Program (PPP) as part of the massive CARES Act, the Small Business Administration (SBA), which administers the program, has approved some 4 million loans totaling $511 billion...
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Week in Review: What We’re Watching in the Markets
With jobless claims at the highest rate since the Great Depression and most health officials warning that the number of persons infected with the novel Coronavirus is still rising, it’s hard to understand why the stock market has...
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Week in Review: What’s Happening in the Markets, the Economy, and on the Policy Front
When we compare the beginning of this year to our current state, it’s hard to believe that so much can change in just a matter of months. It has been a little over four months since February 12, when we celebrated as the Dow...
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Week in Review: Market Updates, Economic News and Your Stimulus Check
It’s safe to say we could all use a little positive news these days. In April, the markets helped deliver on that need. Despite some volatility in the stock market toward the end of this week, the Dow Jones Industrial Average...
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Reopening and Reinvigorating the Economy in the COVID-19 Era
Over the past week, we’ve seen more action from the federal government in response to the COVID-19 pandemic and its impact on the U.S. economy. Today, we’re summarizing some of the most significant developments you should...
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Weekly Recap: The Markets, the Economy, and Your Personal Finances
Triada is working behind the scenes to ensure your long-term investment strategy is equipped to withstand these uncertain times, but there are other planning-based actions we’re taking today in order to safeguard your personal finances.
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Reviewing the Markets, Policy, and Financial and Business Tips
Spring is the season of change — which may seem like an understatement, given our current situation. As many of us settle into our “new normal,” we’re connecting with family in new ways (mostly virtually),...
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What Lies Ahead? Let's Maintain Perspective
It’s a new month, and a new chapter for the global markets, economy, and policy space. Below, we’re taking a look at some of the most important updates you should know, plus tips to help you capitalize on some of the latest...
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Week in Review: Ongoing Coronavirus Pandemic
We’re capping off yet another interesting week for the markets, the economy, the policy arena, and the ongoing Coronavirus pandemic. Below, we’re providing you with a recap of the latest news you should know, plus what to...
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Triada Advisor: Week In Review
US stocks were on a roller coaster ride last week. The S&P 500 Index fell sharply the previous Monday morning, recovered some of its losses by close on Tuesday, dropped even further Wednesday, then climbed back up Thursday, before...
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The Markets, Your Plan and The Coronavirus
2020 has already been challenging on both the national and global stages. The coronavirus pandemic has quickly sent the world into a state of panic and fear, as businesses and schools shutter their doors, and government agencies advise...
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4 Common Trust Fund Mistakes to Avoid
We all want to make sure our children and grandchildren are provided for, and so we set up secure, foolproof trust funds — or so we think. There are several mistakes you can run into when designing a trust. Here are a few of...
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Avoid an Estate Planning Disaster with these Tips
Celebrities aren’t immune to making estate planning mistakes: whether it’s having no estate plans, having overly simplistic wills, failing to remove (or add) beneficiaries from their estate plans, not putting promises in...
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