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Confessions of a mortgage broker
A must read! Chronicles the career of a conflicted mortgage broker. This comical and tragic account explains the whole amazing subprime catastrophe through the story of one man. Mortgage brokers dominated the lending industry for 25 years before succumbing to the lure of ever riskier products…
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Do you have a tax summary?
Do you know what the new tax rates are for 2011 or how they effect you? One of the valued services we provide at TRI Financial group for our clients is a tax summary. It gives you a snapshot of your current income, tax bracket, deductions and more. To see
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School Counselors & Advice: What can go wrong
*FREE MP3 & PDF Report* A recently released study by Public Agenda illustrates what can go wrong when there are not enough school counselors to support students …. The result, as this study confirms, is a significantly decreased ability of school counselors to work individually with students in navigating the complex financial aid and college admission process.
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Educational Bonds: Pros & Cons
Education Bond Program The Education Bond Program makes the interest on certain savings bonds tax free when the bonds are redeemed to pay qualified higher education expenses or to roll over into a section 529 plan. Eligible bonds include Series EE Bonds issued after December 31, 1989 and all Series
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When you change jobs: You & your 401k
You MayHave an important decision to make… What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan. Since these funds were originally intended to help provide financial security during retirement, you need to carefully evaluate which of the following options will best ensure that
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20
Jul
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Protecting your business
There are some simple and effective strategies to protect your business and reduce your overhead expenses. Learn the keys to avoiding “business-killers” for small & medium sized companies.
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27
Jul
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Taxable vs Tax Deferred: Why it matters
Posted by admin in Recent Articles
See the potential benefits of a tax-deferred investment vs. a taxable investments. Depending on your tax bracket it can save or cost you thousands of dollars.
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20
Jun
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Agent Training Events
Posted by admin in For Agents
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24
May
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Confessions of a mortgage broker
A must read! Chronicles the career of a conflicted mortgage broker. This comical and tragic account explains the whole amazing subprime catastrophe through the story of one man. Mortgage brokers dominated the lending industry for 25 years before succumbing to the lure of ever riskier products…
Continue Reading »
28
Mar
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Robert Ingram |Owner
Robert M. Ingram is the Owner and Founder of TRI Financial Group. With nearly 15 years of experience in Advanced Markets and Business Consulting.
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1
Mar
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The moment of truth: our national budget
Posted by admin in Recent Articles
Slightly less than one-fifth of the federal budget is dedicated to other mandatory programs. These include civilian and military retirement, income support programs, veterans’ benefits, agricultural subsidies, student loans, and other
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25
Feb
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Agent Presentation: Part 4
Posted by admin in For Agents
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25
Feb
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Agent Presentation: Part 3
Posted by admin in For Agents
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25
Feb
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Agent Presentation: Part 2
Posted by admin in For Agents
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15
Feb
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Agent Presentation: Part 1
Posted by admin in For Agents
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3
Jan
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Do you have a tax summary?
Posted by admin in Recent Articles
Do you know what the new tax rates are for 2011 or how they effect you? One of the valued services we provide at TRI Financial group for our clients is a tax summary. It gives you a snapshot of your current income, tax bracket, deductions and more. To see
Continue Reading »
18
Oct
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Reducing taxes through discounting
Posted by admin in Recent Articles
Reducing Transfer Taxes Through Discounting The preceding summary is intended to be a general discussion of the topic presented, and is based on our current understanding of applicable tax laws, regulations and rulings. In actual practice, the transaction discussed may be more complex and will require the attention and expertise
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