Kirk Quaschnick, CEO at Tri Wealth, LLC

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/04/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

09/02/2026

While an irrevocable trust is designed to provide long-term benefits, changing tax laws and life circumstances can sometimes create unexpected challenges. Fortunately, certain planning strategies may help trusts adapt while still honoring the original intent. This article explores concepts such as trust protectors, decanting, powers of appointment, and other provisions that may help provide flexibility in an ever-changing legal and tax environment. If you'd like to learn more about these strategies—or discuss whether they may be appropriate as part of your overall financial strategy—I'd be happy to help. And be sure to read the full article for additional planning considerations and other important disclosures. https://bit.ly/4zSSTP3

08/31/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

08/28/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/26/2026

Scams are rampant and hard to identify. Stay up to date with this information.

08/24/2026

Life is unpredictable. That’s why when it comes to safeguarding the future of your children, the selection and designation of a guardian is a pivotal element in your estate plan, one that should be revisited on a regular basis as your estate plan evolves. Read this article to learn more about the importance of this choice and the steps to consider when planning for the well-being and stability of your family, as well as other important disclosures, and reach out if you have any questions or concerns about your own family’s long-term protection. https://bit.ly/4qzb8EN

08/21/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

08/19/2026

Is your estate plan keeping up with your life? Events like births, marriages, or changes in net worth can make your plan outdated, and evolving laws also may impact how your documents function. Read this article to learn more about the importance of regular reviews of your estate documents along with other important disclosures, then let’s get together to make sure you’re protected. https://bit.ly/4xMQq6K

08/18/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.