Blog
CARES Act 2020
Key Provisions of the CARES Act Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, andIRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most...
Triangle Times March 2020
The first quarter of 2020 has come to a close and wow has it been a wild one. 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. Hope you enjoy our...
Virtual Meeting Options with Triangle Financial
The outbreak and response to Coronavirus Disease 2019 (COVID-19) is new for all of us. We are staying tuned in as the situation evolves. Triangle is prepared. We have all our staff set up to work remotely and will be able to provide you with service provided the...
Client Stories on Wealth
Clear service structure: value
“Life is Change, Growth is Optional One of my favorite professional coaches, Janet Tingwald, uses this as her email signature and tagline. While much has changed in the financial industry during the 30 years, we have been serving Triangle clients, one thing remains...
The Financial Planning Industry is Changing
“Life is Change, Growth is Optional” I heard that book title the other day, and even though I haven’t read the book, I found myself considering the title in relation to my profession. As in the case of life itself, there exists a lot of change in the financial world....
Financial literacy – knowledge is power
Unfortunately, financial literacy rates have dropped nationally since the Great Recession of the late 2000s. According to the Financial Industry Regulatory Authority (FINRA) Capability Study (usfinancialcapability.org), which shares financial literacy ratings by...
Making a wealthy mindset work for you
Let’s be honest – how many times have you played the “if I ever win the lottery, I’m going to….” game? Most everyone dreams of being wealthy at some point. But what if you could think it into reality? Consider this: how you think drives your beliefs, which influences...
Top Things to Ask a Financial Advisor
Financial Planning Industry: Selecting an Advisor “Life is Change, Growth is Optional” I heard that book title the other day, and even though I haven’t read the book, I found myself considering the title in relation to my profession. As in the case of life itself,...
