Posts Tagged ‘Featured’


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…


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


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.


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


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


Life Insurance

Life insurance is one of the key cornerstones in any financial plan. Funding peace of mind for you and your family is one of the primary purposes of life insurance.


Why College Planning?

When it comes to investments our biggest is usually our home. For most the second largest investment is in your child’s college education. We seek advice when it comes to purchasing and financing a home, our taxes, etc. Are you looking for answers regarding funding, deadlines, and applications? What about

Thank you for visiting

To automatically receive updates please subscribe to our RSS or email feeds.

How to reach us: