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
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Being healthy not only makes you feel good, it may also help you financially.
Your credit score may influence how much you pay for auto and home insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Read this overview to learn how financial advisors are compensated.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.