Trident Wealth

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

How much of your income are you assigning to expenses vs. savings goals? We can help you navigate the costs of today and track your goals for tomorrow.

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Annuities come in many different forms and can be challenging to understand. Learn how they may fit into your retirement income strategy.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

Looking forward to an upcoming trip or dreaming of a big vacation in the future? These four tips can help you get there.

https://www.ameripriseadvisors.com/team/trident-wealth/insights/travel-budget-plan-for-costs-of-big-trip/?CID=MOD_30406_14342

Congrats to the USNA Class of 2024!

Suspicious message? Don’t take the bait. Learn how to protect yourself from common phishing scams.

Learn to spot phishing scams Phishing attacks are phony messages that can trick you into giving a scammer sensitive or financial information. Find out how you can better protect yourself.

How does life get better as you age?

Think it’s too soon to think about your legacy? Even little steps now can mean big changes in the future for your family and your community.

Celebrating 5 years of Trident Wealth! 🧡⚾️

You work hard to save for retirement. When paired with a tax-efficient withdrawal strategy, tax diversification may help your assets last longer in retirement.

https://www.ameripriseadvisors.com/team/trident-wealth/insights/a-tax-strategy-to-help-your-assets-last-longer/

Are you nearing retirement? If so, it’s time to develop a tax-efficient withdrawal strategy that takes four key factors into consideration:
1. Expenses
2. Sources of income
3. Tax situation
4. The current market

https://lnkd.in/eewj73BM

Minimize stress during the tax filing season with this checklist.

Read more 👇
https://www.ameripriseadvisors.com/team/trident-wealth/insights/actions-to-take-before-the-tax-filing-deadline/

Where do you want to be financially 1, 5 or even 20 years from now? Planning can turn your dreams into realities.

www.tridentwealth.com

Do you know where your retirement funds are and how to access them? Does your beneficiary? Keeping all your financial information in one place can relieve stress for both you and your loved ones.

Financial checklist for retirement Discover how using a retirement planning checklist can help keep you organized. Speak with an Ameriprise financial advisor to help you prepare for your retirement.

While market timing may be tempting, a patient, long-term investing strategy can be a smart path for those who are saving and investing for retirement.

https://www.ameripriseadvisors.com/team/trident-wealth/insights/market-timing-can-hurt-performance/

Had a great time in Boston celebrating Alyssa on her NSSLHA scholarship!

In honor of Long-Term Care Awareness Month, set aside some time to talk with your loved ones about aging and long-term care planning.

Happy Halloween!

October is Cybersecurity Awareness Month. Here are ways to help protect your loved ones from fraud.

7 steps to protect loved ones from financial fraud Help keep your family members safe from scammers, identity theft and financial exploitation.

It’s never too early – or too late – to establish an estate plan. Together with your attorney, we can plan for the legacy you want to leave.

7 questions about estate planning What is estate planning? Learn about the benefits and importance of estate planning so you’re able to make the most informed decisions about your future.

Ready for O’stober.

Should you take advantage of the seller’s market and upgrade before interest rates rise further? Or should you leverage your home’s equity to finance a renovation?

Remodel or buy? Weigh the pros and cons of each option to help you make the right move.

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy.

https://lnkd.in/e7GuVtJ

Don’t let runaway expenses stand in the way of your financial goals.

https://www.ameripriseadvisors.com/team/trident-wealth/insights/manage-your-expenses-strategically/

Aging is a unique experience for each person. We can help you Navigate the financial complexities of caring for aging loved ones.

Caring for aging parents and loved ones How to manage the unique financial, medical and legacy challenges.

Happy 4th of July! 🇺🇸

Thinking about downsizing your home in retirement? Consider these factors.

https://www.ameriprise.com/financial-goals-priorities/family-estate/downsizing-home-for-retirement?dac=no

Did you HEAR the news? Tom’s daughter, Alyssa, graduated this May and will be starting the Doctoral Program in Clinical Audiology at UMD this Fall! 👂

Hello from Japan! We love getting photos like this from our clients.

Where do you hope to travel in retirement? Comment below. 👇