Planning for your financial future can be overwhelming at times which is why Triad Financial Strategies approaches each step as a team and treats your financial success as if it were our own.
Our clients are at the heart of what we do each day and we work diligently to deliver an objective, informed, transparent approach centered on your needs.Learn More
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Knowing the rules may help you decide when to start benefits.
Here are six flags that may make your tax return prime for an IRS audit.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.