Revocable vs Irrevocable Trust
There are two basic types of trusts. We will define and discuss revocable or living trust vs irrevocable trust. Learn more about each and how to choose the right one for you.
What Is a Sinking Fund?
A sinking fund is a strategy for helping you set aside money for specific, large expenses. It helps soften the hardship of a large expense in the future. Simply put, a sinking fund is a fancy way of saving for something today that you anticipate having to spend significant money on tomorrow.
Should I Sell My Small Business?
Selling a small business can be a complicated process and one that needs time to do it right. Learn what you need to consider before you start the process.
Small Business Retirement Plan Options – Which is Best for You?
If you’re a small business owner, it’s a necessity today to offer a retirement plan for your employees. If you want to attract good talent, it’s critical to provide a retirement plan. But there are several retirement plan options available for a small business that can cater to your needs.
Estate Planning, What You Need to Know
No one likes to talk about estate planning. Many people may feel they don’t really need it or they are too young and feel they have a lot of time to plan. Or you may feel a simple will is enough, right? Not really.
Why Some People Never Achieve Financial Success
In life, most people aren’t financially savvy. Everyone has a different skill set and some people just aren’t naturally prone to being good with money. As a result, too many people in our country never achieve financial success.
How a Company Reduced Fees, Increased Quality of 401(k) Plan
Case study on how a local HVAC company was able to provide a quality 401(k) benefit to their employees with better service and lower fees.
Business Succession Plan Process
If you need a business succession plan, you need to put a process in place. Learn how Triton Financial uniquely approaches a business succession plan.
Common Financial Retirement Mistakes to Avoid
People make various financial mistakes during their retirement years. But some are more common than others. Read below to learn the four most common financial mistakes made during retirement that you should avoid.
4 Percent Retirement Rule – Is it Still Valid Today?
You are about to retire and have created a nice retirement portfolio. But how do you ensure what you have saved will be enough money for your retirement? There is a well-known retirement spending strategy called the 4 percent rule. But is it still a valid strategy in today’s world?
How to Prepare Financially for the Death of a Spouse
It’s never an easy conversation to have, but you and your spouse need to prepare financially in the event you are faced with the unexpected death of your spouse.
Insurance Needs for Empty Nesters
Once the kids are out of the house (and it’s just you and your spouse), how do your insurance needs change now that you are empty nesters? Read below as we discuss the various policies and how your coverage may need to adjust.
