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20
Jul
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Protecting your business

Posted by in Services

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

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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

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24
May

Confessions of a mortgage broker

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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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28
Mar
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Robert Ingram |Owner

Posted by in The Team

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

The moment of truth: our national budget

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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

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25
Feb
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Agent Presentation: Part 3

Posted by in For Agents

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25
Feb
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Agent Presentation: Part 2

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15
Feb
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Agent Presentation: Part 1

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3
Jan

Do you have a tax summary?

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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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18
Oct

Reducing taxes through discounting

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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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