TrinityPoint Wealth

In this week’s Kiplinger, our very own Dana Mascalo, CFP® and Managing Partner, sat down with Pam Krueger from Wealthramp to chat about why having a well-rounded advisor is so important. Acting as their personal CFO, Dana takes a holistic approach to financial planning, guiding clients through investment strategies, retirement plans, and life transitions. With a visionary lens, Dana ensures that her client’s financial life plans align seamlessly with their unique goals and aspirations. Pam Krueger highlights the value of a well-rounded advisor. "These days, you’re shortchanging yourself if you focus only on investments. Your financial life is more complex, and many financial advisors offer more than just investment advice. You should be receiving qualified financial advice that involves all aspects of your life."

We are proud to announce that we've been recognized as one of the top Registered Investment Advisor (RIA) firms in America by FA (Financial Advisor) Magazine. These annual honors recognize the most exceptional financial advisory firms who have demonstrated outstanding expertise, innovation, and commitment to their clients and the industry.  Thank you to our incredible clients and to our team for all of their hard work! Learn more about the survey’s methodology and check out all the winners:

Americans who collaborate with a financial advisor tend to develop better financial habits, achieve better results, experience less financial anxiety, possess greater confidence, and enjoy more time to pursue their life's dreams. New research focuses on the advantages of working with an advisor compared to those who don’t. 

There is still lingering concern over inflation, which is why employers should consider implementing retirement education programs and offering online financial tools. #retirementplanning

Hot off the press! Read the TrinityPoint Wealth 2Q 2024 Recap & 3Q 2024 Outlook - Key Updates on the Economy & Markets This material prepared by TrinityPoint Wealth is for informational purposes only. Additional data provided by MarketDesk Research. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Opinions expressed by TrinityPoint Wealth are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. TrinityPoint Wealth, however, cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source.

While financial education and financial wellness often go hand in hand, confusing the two can hamper the effectiveness of financial wellness programs. Plan sponsors should have some form of financial guidance, planning, or coaching, with a touch of personalization that considers each participant’s entire financial picture in a timely manner.

As the job market evolves, plan sponsors must ensure employees' long-term financial well-being while managing short-term business concerns. Are plan sponsors effectively using benefits packages to boost employee retirement readiness and benefit their business in the long run?

It's officially summer and it certainly feels it! 🥵 Whether you're gearing up for relaxation or adventure, remember, we’re here to support you every step of this season. Stay cool out there.

Today, we celebrate Juneteenth, which honors the day in 1865 when the last enslaved African Americans in Texas learned of their freedom, two years after the Emancipation Proclamation. This day serves as a reminder of the resilience and strength of the African American community, while providing an opportunity for all Americans to consider how we can make our society more just and equitable. Please note our office will be closed today in observance of Juneteenth. Should you have any questions or needs during this time, feel free to reach out via email or leave a message, and we'll get back to you as soon as we return.

SECURE 2.0 has 8 mandatory changes for this year, so it’s important to make sure you are working with a qualified retirement plan advisor to help you understand these provisions. #SECURE2