Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
How Arrrr your investments performing this week. 🏴☠️
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
TRINITYWMG.COM
Money Draining Food Myths
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Does your business have a retirement strategy that fits your short, long-term needs?
TRINITYWMG.COM
Choosing a Retirement Plan that Fits Your Business
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Many have heard they should avoid probate; do you understand what probate is and how it works?
TRINITYWMG.COM
Problems with Probate
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Glad to see everyone is staying safe and wearing their masks!! Stay safe out there everyone and THANK YOU to our medical professionals and first responders. ❤️ 🇺🇸💪🏼
Sometimes when it's time to sell a business, a piece of property or another highly appreciated asset, taxes can be a huge consideration. Join Eugene Choi from Dunham and Associates where we discuss a strategy that may be able ot work for you or someone you know. It's called the Intermediated Installment Sale. #taxplanning #trinitywmg #highnetworth #trinitywmg.com.
*Trinity wealth managemewnt does not offer tax or legal advice
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Congratulations Tampa!!!!
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
FREE TAX PREPARATION FOR VETERANS:
I saw this article that I thought would be good to pass along to our clients and friends who have served. To my fellow Veteran's, here is a nice benefit you should be aware of, I salute you.
BLOGS.VA.GOV
Free tax return preparation for Veterans, military members and their families - VAntage Point
