What is FFV
FFV stands for Faith & Family Values.Learn More
Trinity Advisory Board
One of the things that makes us more effective as financial advisors is our independence.Learn More
Epiphany Funds focuses on the Morally and Socially Responsible Investing subset, Faith-Based Investing.Learn More
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Regardless of how you approach retirement, there are some things about it that might surprise you.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The federal government requires deceased individuals to file a final income tax return.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?