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So, let me guess, your portfolio was down, at least a little, in 2022?  Nobody gets excited about a year rife with market volatility, but they can be especially concerning for those in retirement who […]

Retirement might be a singular event accompanied by a date on the calendar, but retirement planning is an ongoing affair, even years after you leave the office.  While your status as a retiree hasn’t likely […]

The most discouraging statistic in all financial planning is that up to 80% of financial planning recommendations go unimplemented. That’s correct: investors are spending valuable money and invaluable time to seek and receive recommendations, only […]

Triad Financial Advisors is thrilled to announce the launch of our new and improved website! The new site went live on November 21, 2022. The updated look and feel will make it easier to find […]

“Some people are so poor, all they have is money.” Bob Marley “It is easier for a camel to go through the eye of a needle than for a rich man to enter the kingdom […]

As legend would have it, Rabbi Akiva was journeying homeward to Capernaum, near the Sea of Galilee, enrapt in his study of a particular passage of Scripture as he journeyed. In perhaps the first recorded […]

Is a million bucks enough to retire on? In this article, we explore a few financial realities when it comes to what qualifies as “enough.” “Wow, those guys must be millionaires!” I can recall uttering […]