Blog
Triangle times
Welcome to 2021! We are still working hard to keep up with Covid safe standards and you all are staying healthy and safe during these uncertain We are here for you, working hard for your finances and doing our best to stay healthy. We hope you enjoy our updates! Look...
The Peaceful Planner
The Peaceful Planner – A hero who helps clients see the humanity in the numbers My mom is a nurse, and my dad was a helicopter mechanic, so they’ve always served, and so it was just something that was really important to me.– Kendra Erkamaa ome people may have...
2020: A Story of Plans Re-Written
As 2020 closes on one of the most transformative years for our country, can we agree that not much has gone as any of us planned? For just about everyone, life and any intentions we may have had for the year to this point have been altered in one way or another. Our...
Triangle Times July 2020
The second quarter of 2020 has come to a close and what a great second quarter. We are hoping you all are staying healthy and safe during these difficult times. We are here for you, working hard for your finances and doing our best to stay healthy. We hope you enjoy...
Details on the Tax Deadline Extension
The I.R.S. is giving you three additional months to file and pay. Provided by Triangle Financial Services, Kendra Erkamaa, Lindsey Taylor, and Jessica Dillon The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the...
The Power of Compounding
When considering a subject to write about, I decided to ask one of my old college roommates what financial topic she wishes she’d known more about as a younger professional. Her response: Why should I make consistent, small contributions to a 401k - or other...
3 Roth Conversion Traps To Avoid After The SECURE Act
Jamie Hopkins Contributor Retirement Director of Retirement Research and Managing Director of Carson Coaching Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to...
The Fear Factor
The Fear Factor – Making Smart Choices in the Face of Fear Even the most fearless among us have been faced with uneasiness over the last few months. With an unprecedented global pandemic facing the entire world, it would be nearly impossible not to consider the “what...
The SECURE Act
The SECURE Act Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear...
