Author: Trinity Wealth Advisors
After the Exit: Smart, Faithful Steps for Managing a Business Windfall
By Trinity Wealth Advisors The Moment Everything Changes When the final documents were signed and the wire hit Michelle’s account, the relief was immediate—and so...
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Beyond Retirement: What Does a Purpose-Filled Second Chapter Look Like?
Why stopping work doesn’t mean stopping your impact For many, retirement represents a long-awaited reward—the time to relax, travel, and enjoy the fruits of hard...
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Preparing for the Unknown: A Values-Based Approach to Long-Term Care Planning
Because stewardship extends to the season when others may need to care for us Most of us don’t like to imagine a time when we...
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Navigating Market Uncertainty with Confidence
Market volatility is an inevitable part of investing, yet it often leads to stress and uncertainty. While we can’t predict the markets, we can control...
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The Power of Purpose-Driven Wealth: Aligning Your Finances with Your Values
In today’s fast-paced world, it’s easy to view wealth simply as a number on a statement or a tool for achieving financial security. But true...
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5 Common Pitfalls Investors Face During Market Downturns—and How To Avoid Them
Market volatility tests even the most experienced investors, triggering both emotional and practical hurdles. Reacting hastily and making quick decisions can lead to costly mistakes....
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The Power of Diversification: How Asset Allocation Shields Your Portfolio
Diversification and asset allocation are the backbone of smart investing—you’ve probably heard the phrase, “Don’t put all your eggs in one basket.” But what does...
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The Art of Risk Management: Safeguarding Your Wealth in Volatile Times
Market volatility—whether driven by economic downturns, stock market corrections, or geopolitical events—can be deeply unsettling, particularly when you see your portfolio losing value. This worry...
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Why Have A Plan For Every Phase Of Your Financial Life
As the old saying goes: “In this world, nothing can be said to be certain except death and taxes.” Benjamin Franklin quoted this in a...
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Top Three Benefits of a Professionally Crafted Financial Plan
If you are nearing retirement or have already retired, having a financial plan is more than just a good idea—it’s an essential tool to help...
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