Triangle Financial Services

12/26/2025

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

12/24/2025

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

12/22/2025

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

12/19/2025

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

12/18/2025

SILVER SNEAKERS 101
Medicare’s popular program, offering free gym membership and health education. Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other...

https://www.trianglefsinc.com/silver-sneakers-101/

12/17/2025

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

12/15/2025

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

12/12/2025

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

12/11/2025

PERSONAL FINANCE CALENDAR
Use this handy calendar to remember the year’s most important financial dates. JANUARY: Get ready for a brand new year. Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects...

https://www.trianglefsinc.com/personal-finance-calendar/

12/10/2025

The holidays are a time for generosity, reflection, and meaningful connection.

We’re excited to share Kendra’s article, Influence: The Power of Giving and Receiving Intentionally, recently featured in the NAWBO Newsletter. It’s a timely reminder of the influence we have when we give - and receive - with purpose.

Read it here: https://nawboiowa.org/articles/Influence__the_Power_of_Giving_and_Receiving_Intentionally

12/10/2025

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

12/08/2025

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.