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🗓️ Medicare Open Enrollment Starts October 15! Medicare Open Enrollment is a great time to review your coverage for the ...
10/15/2026

🗓️ Medicare Open Enrollment Starts October 15!

Medicare Open Enrollment is a great time to review your coverage for the year ahead. Whether you're reviewing your own plan or helping a spouse, parent, or loved one, it's important to make sure you understand your options.

✔️ Review your current Medicare coverage.
✔️ Consider whether your healthcare needs have changed.
✔️ Check your plan options for the upcoming year.

Important dates to remember:
🗓️ October 15 – Open Enrollment begins
🗓️ December 7 – Open Enrollment ends

Save this post as a reminder, and feel free to share it with a friend or family member who may find it helpful!

Do you have a long-lost retirement account left with your former employer?
09/24/2026

Do you have a long-lost retirement account left with your former employer?

This week is National Assisted Living Week. Deciding when a loved one should move to an assisted living facility or nurs...
09/15/2026

This week is National Assisted Living Week.

Deciding when a loved one should move to an assisted living facility or nursing home is never easy.

However, if their health declines or caregiving becomes overwhelming, it might be time to consider other options.

Hold a family meeting to discuss, check finances to plan for costs, and build a support network with family, friends, and neighbors.

Stay informed and make the best decision for your loved one’s needs.

Learn more: https://www.nia.nih.gov/health/assisted-living-and-nursing-homes/long-term-care-facilities-assisted-living-nursing-homes

Football is back! 🏈 Who are you cheering for this season?
09/05/2026

Football is back! 🏈 Who are you cheering for this season?

Join us in wishing Kevin a very Happy Birthday! 🎉 He is such a valued and integral part of Trident Wealth.📸Photo: © Mau...
09/01/2026

Join us in wishing Kevin a very Happy Birthday! 🎉 He is such a valued and integral part of Trident Wealth.

📸Photo: © Maureen Porto Photography

As August comes to a close, it's a good time to think about your estate plan.Estate planning is about more than assets. ...
08/31/2026

As August comes to a close, it's a good time to think about your estate plan.

Estate planning is about more than assets. It also involves preparing for how important decisions and responsibilities may be handled in the future.

A few areas to consider:
💭 Updating your will
💭 Reviewing powers of attorney
💭 Considering plans for future generations
💭 Taking steps that may help reduce potential stress for loved ones

Every family’s situation is different, and estate planning can evolve as life changes.

Retirement strategy should begin before middle age. Starting young gives your savings more years to grow and compound. T...
08/28/2026

Retirement strategy should begin before middle age. Starting young gives your savings more years to grow and compound. The earlier you begin, the earlier you can build a habit of saving.

There are so many reasons to create a will this month, but here are three big ones to consider: 1. Direct Your Property:...
08/21/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

1. Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

2. Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

3. Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Contact us to discuss how we can help.

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience an...
08/19/2026

New research from The Aspen Institute looks at what it calls “essential wealth”: a benchmark for financial resilience and major life milestones.

The benchmark includes having six weeks of take-home pay in savings, along with enough net worth to support goals such as homeownership and retirement security.

According to the report, about 34.5 million U.S. households fall short of that threshold. The estimated net worth needed varies by age group: 18-29: $40,000 30-39: $120,000 40-49: $265,000 50-64: $530,000 65+: $775,000 for a couple with no mortgage

These figures are broad estimates and can vary based on income, location, household needs, and housing costs. The broader takeaway is that income alone does not always show whether a household feels financially secure. Savings, assets, debt, housing, and long-term goals all help shape the bigger picture.

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Annapolis, MD
21401

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Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
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