Trinity Financial Partners

Trinity Financial Partners

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We are an independent Financial Planning firm in Berwyn, PA. Let us help you Plan With A Purpose!

8 Tips To Help You Control 2024 Holiday Spending 12/03/2024

8 Tips To Help You Control 2024 Holiday Spending With holiday shopping, it can be easy to go overboard. But celebrating doesn't have to vacuum up all your cash or leave you with maxed out credit cards. Use these eight practical tips to ensure you stay on budget for the new year, rather than getting wrapped up in holiday spending.

I'm 30 and bought my first home for $375,000 this year. I have a partner but wanted to buy it on my own. 11/22/2024

I'm 30 and bought my first home for $375,000 this year. I have a partner but wanted to buy it on my own. Ayriel Von Schert, 30, wanted to buy a home and didn't want to wait until she was married. In February, she purchased a $365,000 townhouse in Mesa, Arizona — all on her own. Von Schert, a real-estate agent, says she's worked with other single women who have also bought homes alone. Here's how she ...

Financial Lessons From, Yes, Mom 11/21/2024

Financial Lessons From, Yes, Mom How maternal wisdom benefited one financial advisor, teaching him early about vital things like debt management and estate planning.

A ‘Bomb Cyclone’ Is Coming—Are You Prepared For Winter Driving? 11/21/2024

A ‘Bomb Cyclone’ Is Coming—Are You Prepared For Winter Driving? Preparation and ex*****on are the keys to safe winter driving. Here's how to prepare yourself, your family and your car for a safer experience behind the wheel in the coming months.

10 Top Tips For Navigating Holiday Grief And Stress In 2024 11/18/2024

10 Top Tips For Navigating Holiday Grief And Stress In 2024 The American Psychiatric Association reports that two in five Americans say their mood worsens in winter; 29% say “Falling Back” hurts their mental health. If you have heightened grief and stress during the holidays, here are steps you can take to fully celebrate the season so you can feel it wh...

Career Tips For Veterans: Transitioning To The Civilian Workforce 11/11/2024

Career Tips For Veterans: Transitioning To The Civilian Workforce Transitioning from active duty in the military back to the civilian can be daunting. But implementing a job search strategy can make all the difference.

Millennials face down 40 10/31/2024

Millennials face down 40 Everybody is at least a little scared of turning 40. Well, maybe not everybody, but the conventional wisdom is that many people stare down their fifth decade with a touch of dread.

Grief in the workplace: Four ways to help employees cope 10/30/2024

Grief in the workplace: Four ways to help employees cope Money and s*x are obvious taboo topics in the American workplace. But here is one you might not have thought of: Grief.

Debate Over Daylight Saving Time Shows There’s No Perfect Time 10/23/2024

Debate Over Daylight Saving Time Shows There’s No Perfect Time “Spring forward, fall back” is a twice-a-year part of life in roughly 70 countries around the world. In the US, where the practice is more than a century old, lawmakers are considering measures that would end clock changes and make daylight saving time permanent.

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1189 Lancaster Avenue
Berwyn, PA
19312

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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