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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn when it may not make sense to file a claim on your home insurance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.