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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Five phases to changing unhealthy behaviors.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It's easy to let investments accumulate like old receipts in a junk drawer.
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.