Trifecta Capital Advisors

03/05/2025

Don’t wait to file your taxes! Filing early not only speeds up your refund but also helps protect you from tax-related identity theft. If you have all your documents, submit your return now to safeguard your refund. Learn more: https://www.cnbc.com/2025/02/21/dont-wait-to-file-your-taxes-this-season.html

Nearly one-third of Americans procrastinate filing their taxes. But here's why you shouldn't wait this season, experts say.

02/19/2025

Your Required Minimum Distribution (RMD) resets each year—but when should you take it? Whether monthly, year-end, or as-needed, the right approach depends on your financial needs and goals. Learn more about RMD strategies and the new enforcement rules coming in 2025 in our latest blog: https://trifectacapitaladvisors.com/rmds-to-wait-or-not-to-wait/

With the new year comes a new required minimum distribution (RMD) amount for owners and beneficiaries of tax-deferred retirement accounts. The amount resets annually based on the previous year’s ending balance, and by now, custodians and advisors have calculated this year’s RMDs for their client...

02/11/2025

Are you ready for the retirement changes coming in 2025? From boosted 401(k) limits to changes in inherited IRA rules and Social Security benefits, it's important to stay informed. Could these changes affect your retirement? Find out here: https://www.cnbc.com/2025/01/25/retirement-changes-for-2025.html

If you're nearing retirement, key changes for 2025 could affect your finances. Here's what to know, according to advisors.

01/23/2025

Big updates to Social Security and Medicare are here for 2025. From benefit increases to new cost-saving measures, it’s essential to know how these changes affect you and your retirement. Learn more: https://www.cnbc.com/2025/01/04/social-security-and-medicare-in-2025-here-are-the-changes-to-expect-.html

Millions of beneficiaries can expect enhanced Social Security benefits and new limits to Medicare prescription drug costs in 2025.

01/16/2025

This week marks a special milestone for us – Trifecta Capital Advisors is celebrating 3 years of serving our wonderful clients and helping them achieve their financial goals. We are filled with gratitude for the unwavering trust our clients have placed in us. Despite trying to navigate a chaotic world, we have been blessed with growth far beyond what we could have imagined. We are thankful to have the opportunity to guide such an incredible group of individuals and look forward to continuing this journey together in the years ahead. Here’s to a bright future!

01/01/2025

Cheers to a bright and prosperous New Year! From all of us Trifecta Capital Advisors, we wish you a year filled with success, happiness, and opportunities. Here’s to reaching new heights together in 2025! #2025

12/25/2024

From our family to yours, we wish you a happy holiday season filled with joy, peace, and cherished moments. We are so grateful for our incredible clients and the trust you place in us year-round. Happy Holidays!

12/17/2024

A huge thank you to Charles Schwab executives for inviting our very own Sue Oleari to speak at their annual IMPACT conference in San Francisco. Sue joined the Discovery Panel, moderated by Barry Nicholson, to discuss the launch of Trifecta Capital Advisors, Schwab’s role in supporting the launch, and the key concepts that impacted the success of the new firm. The panel, a highlight of Schwab’s flagship Discovery event for advisors exploring independence, began with opening remarks from Schwab’s incoming CEO, Rick Wurster.

12/05/2024

As the holiday cheer fills the air, it’s easy to focus solely on family, food, and festivities. But don’t forget about another crucial year-end tradition: tax planning! As we look to the end of the year, now’s the time to make sure your finances are ready for the new year. See our latest guide to year-end tax planning:

As we shake off the food coma induced by turkey, yams, and cranberries, we turn to the next round of holidays. While our focus is likely – and should be – on the traditions of family get-togethers, gifts, and yes, more food, we should not lose sight of another important one: year-end tax plannin...

11/28/2024

Happy Thanksgiving! We hope you have a wonderful day filled with delicious food, good company, and gratitude. We are grateful for our clients and the incredible community we’re proud to be a part of.

11/07/2024

Did you know that Illinois’ 529 College Savings Plan has been ranked one of the top 5 in the country? Whether you’re saving for your own child or helping secure your grandchild’s future, this plan makes it easy to contribute directly. Plus, Illinois now allows tax-free rollovers of extra 529 funds to a Roth IRA for the same beneficiary, adding even more appeal. Learn more: https://ow.ly/BBCr50U2q8P

If the Illinois plan is the right one for your situation, Trifecta can help you through the setup of an account directly with the plan provider and avoid the costs that come with advisor-sold versions.

11/05/2024

Divorce can be tough, but taking control of your finances can empower you. You can’t underestimate the importance of having an experienced advisor in your corner. Check out this thorough financial planning guide for individuals going through a divorce:

Facing Divorce? Use These Four Tips to Develop Your Budget