Trinity Financial Group

09/16/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

09/14/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

09/11/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

09/09/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

09/07/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

09/04/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/02/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

08/31/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

08/28/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?