Blog

9 Jul 2025
Financial Planning
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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4 Jun 2025
Retirement Planning
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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4 Jun 2025
Investment Management
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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27 Mar 2025
Investment Management
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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24 Mar 2025
Financial Planning
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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30 Dec 2024
Investment Management
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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30 Dec 2024
Investment Management
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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23 Dec 2024
Investment Management
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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18 Nov 2024
Financial Planning
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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11 Nov 2024
Financial Planning
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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21 Oct 2024
Financial Planning
How to Align Financial Goals Using a Planning Service in St. Louis
Financial planning in St. Louis isn’t just about managing your investable assets; it’s about creating a plan to help you pursue a sustainable lifestyle, especially...
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7 Oct 2024
Financial Planning
Shield Your Wealth from Economic Instability with a Financial Plan
You’ve worked hard to get where you are today. Years of dedication and hard work have helped you build your wealth. Protecting future wealth becomes...
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