- Tax PlanningAfter a divorce or the death of a spouse, implementing a few tax planning strategies can compensate for the change in filing status.
- Charitable Giving
- Roth IRA"And even if W-2s weren't issued (as for babysitting), it's smart to keep -- or to begin to keep -- a record of earned income, Scherer said. Where the record of earnings can come in handy is with establishing a Roth IRA."
- Tax DeductionsTips for Donors - Resources such as information security, impact, and financial topics (e.g., tax deductions, donating on a limited budget, etc.).s
- Income TaxIt is not difficult to find someone who will sell you insurance. Or someone willing to provide investment advice. Or someone to prepare your income taxes. But you realize that making smart decisions about your life savings requires considering investments, taxes, protection and cash flow as parts of one integrated question and want someone who can give coordinated, specific advice across all of these areas.
- Investment ManagementNick is passionate about the fee-only planning model, having been inspired to enroll in a master’s program after learning about the approach. While working at a traditional Investment Management Firm, Nick helped to create and launch a fee-only model geared towards helping younger and novice clients establish a firm base for their financial future.
- Mutual Funds“Companies are best positioned to adjust to inflation...”. Investing in company stocks makes sense then because most of the time, they can pass along the cost increases to consumers and keep their profit margins intact and their share prices up. “...So investing in businesses, diversified by using stock mutual funds, is a great inflation hedge”.
- Bonds
- Wealth ManagementAs a wealth management client, you will not be limited to scheduled appointments covering designated topics. We work on an open retainer basis - meaning we want you to call us or schedule an appointment any time we can help be a thought-partner.
- Financial PlanningTrinity Financial Planning specializes in helping clients navigate the complex maze of financial decisions as they prepare for and enter retirement. As a fiduciary practice, our clients maintain confidence that the advice provided is in their best interests.
- Retirement PlanningAlong with fellow Alliance of Cambridge Advisors Chip Simon and Ed Fulbright, John advises readers on how to make up for lost time in retirement planning.
- College FundingTopic options include: retirement planning, estate planning, education planning, personal tax planning, real estate analysis, mortgage/debt analysis, and/or insurance analysis.