Trinitas Advisory

Estate Planning: Here's How To Prepare For The Tax Efficient Passing On Of Your Estate

Estate Planning: Here's How To Prepare For The Tax Efficient Passing On Of Your Estate - Trinitas Advisory As time goes on it’s important to start thinking about how your loved ones will be taken care of in the event of your passing. Since taxes may affect how much of your estate you pass along to your beneficiaries it’s very important to try and mitigate your tax liability as much as possible. Fortu...

How Much Should People Have Saved In Their 401Ks At Different Ages A realistic guide to how much you should have in your 401K at different ages: 20s, 30s, 40s, 50s. The 401K is an important vehicle for retirement savings.

6 Ways an interest rate hike affects your finances

6 Ways an interest rate hike affects your finances After seven years of very low interest rates, the Bank of Canada raised its key interest rate by another quarter of a percentage point, up to 1% from 0.75% this month. The increase, which follows a first hike in July, could be just the second in a series of rate increases to come. Given our

An Ideal Retirement Spending Strategy?

An Ideal Retirement Spending Strategy? (Delay Social Security, Spend Based on RMD Tables) — Oblivious Investor Late last year, Steve Vernon, Joe Tomlinson, and Wade Pfau released a new piece of research (full version here, summary version here) that evaluated many different retirement income strategies according to several different criteria:

Building and Maintaining an Investment Portfolio

Building and Maintaining an Investment Portfolio | Retirement Researcher

Crypto Craze Sees Singapore Firm Tap Michael Owen, Manny Pacquiao for Tokens

Crypto Craze Sees Singapore Firm Tap Michael Owen, Manny Pacquiao for Tokens Global Crypto Offering Exchange is attempting to capitalize on the intersection of avid fanbases -- sports and cryptocurrencies -- to grab investor dollars in the frenzied initial coin offering space.