The Triton Financial Planning Group Inc., established in 2015, has a team of CERTIFIED FINANCIAL PLANNERTM professionals with accounting experience that provide a full range of customized financial planning, investment management, tax planning services.
The firm is committed to holistic financial planning on a personalized basis.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
Will you be able to afford nursing home care?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Compare the potential future value of tax-deferred investments to that of taxable investments.