Trinity Financial Group

06/28/2018

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

06/11/2018

Business owners, you need to let us manage your 401(k) plan. With full administration, low fees and professional fund management for you and your employees, it's the right move. You have your choice of over 50 mutual funds from leading companies such as, Fidelity, T. Rowe Price and more. Call my office and we can get together. (304) 566-7580. Read the article to learn more about 401(k) plans.

401(k) employer-sponsored retirements plans have many benefits, including that the funds accumulate tax-deferred.

06/08/2018

Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

04/02/2018

This is an easy-to-read image of what factors affect your credit score.

03/21/2018

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

03/02/2018

If you own a Traditional IRA independently or in a company 401(k), now might be the best time to convert some or all to a Roth IRA. Take advantage of the new tax reform! Message, email or call to start a conversation about it! You'll be glad you did.

02/05/2018

Please don’t procrastinate. You can’t predict when you’ll need it.

01/15/2018

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

01/08/2018

That's an A rating since 1941, folks. Very proud to represent a company with such high financial integrity.

GALVESTON, Texas, Sept. 27, 2017 (GLOBE NEWSWIRE) -- American National Insurance Company (American National) recently joined the ranks of insurers who have been rated A or higher for more than 75 years by rating agency A.M. Best. American National has been rated A or higher since 1941.

01/02/2018

Click to find out your new tax rate, revised child tax credit and other important information for 2018. Check our website to get updates as they come.

On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. This Special Report provides an overview of the major corporate tax changes and a more comprehensive outline of the provisions likely to affect�...

12/18/2017

Wishing you peace, hope and happiness with family and friends this .

07/10/2015

89% of the overall population report that they use coupons when shopping. Coupon users also report an average of 7% savings on the grocery bill with coupons. If you like to save money, please call us today so we can save you money. If you insure your vehicle and your home with American National and remain claim free for three consecutive years, we'll send you a check totaling 25% of the auto and home premiums you paid three years prior. You'll receive a check EACH YEAR thereafter that you remain claim free.