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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Second marriages are a trigger event to revisit any existing estate strategies.
Earnings season can move markets. What is it and why is it important?
Four vacation destinations you might never have thought of.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.