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Latest Events

Let’s Travel Event!
Past Events
Start: 10/12/21 | End: 10/12/21 | Time: 5pm-8pm
Location: Lauridsen Amphitheater Water Works Park 2201 George Flagg PKWY Des Moines, IA 50321

Women2Women Des Moines
Past Events
Start: 06/17/20 | End: 06/17/20 | Time: 6:00pm - 8:00pm
Location: The Tea Room 713 Walnut Street ##600 Des Moines, IA 50309

Come Celebrate Good Times
Past Events
Start: 01/21/20 | End: 01/21/20 | Time: 4pm-9pm
Location: The River Center 340 SW 3rd St.Des Moines, IA 50309

NAWBO Iowa & Kendra Erkamaa present Profit First
Past Events
Start: 01/14/20 | End: 01/14/20 | Time: 11:30am - 1pm
Location: Glen Oaks Country Club 1401 Glen Oaks Drive West Des Moines, IA 50266

Books on the Balcony 12/17/19
Past Events
Start: 12/17/19 | End: 12/17/19 | Time: 7:00pm-8:30pm
Location: Bubba 200 10th St Des Moines IA 50309

Books on the Balcony 11/26/19
Past Events
Start: 11/26/19 | End: 11/26/19 | Time: 7:00pm-8:30pm
Location: Bubba 200 10th St Des Moines IA 50309

Books on the Balcony 10/29/19
Past Events
Start: 10/29/19 | End: 10/29/19 | Time: 7:00pm-8:30pm
Location: Bubba 200 10th St Des Moines IA 50309

Books on the Balcony 10/1/19
Past Events
Start: 10/01/19 | End: 10/01/19 | Time: 7:00pm-8:30pm
Location: Eatery A 2932 Ingersoll Ave Des Moines IA 50312

Social Security: Purpose, Benefits & Solutions with Kendra Erkamaa IA #103492, CFP #256095
Past Events
Start: 09/10/19 | End: 09/10/19 | Time: 12:00 pm - 4:45 pm
Location: FFA Enrichment Center 1055 SW Prairie Trail Parkway, Ankeny

Books on the Balcony 8/27/19
Past Events
Start: 08/27/19 | End: 08/27/19 | Time: 7:00pm-8:30pm
Location: Eatery A 2932 Ingersoll Ave Des Moines IA 50312

Books on the Balcony 12/18
Past Events
Start: 12/18/18 | End: 12/18/18 | Time: 7:00pm-8:30pm
Location: Louie's Wine Dive 4040 University Ave, Suite A Des Moines, IA 50311

2018 Holiday Open House & Food Drive
Past Events
Start: 12/14/18 | End: 12/14/18 | Time: 4pm-6pm
Location: Triangle Financial Services 3101 Ingersoll Ave Suite 204 Des Moines, IA 50312

Books on the Balcony 11/27
Past Events
Start: 11/27/18 | End: 11/27/18 | Time: 7:00pm-8:30pm
Location: Eatery A 2932 Ingersoll Ave, Des Moines, IA 50312

2018 Tax Reform Seminar
Past Events
Start: 11/15/18 | End: 11/15/18 | Time:
Location:

Books on the Balcony 10/23
Past Events
Start: 10/23/18 | End: 10/23/18 | Time: 7:00pm-8:30pm
Location: Louie's Wine Dive 4040 University Ave, Des Moines, IA 50311

Books on the Balcony 10/2
Past Events
Start: 10/02/18 | End: 10/02/18 | Time: 7:00pm-8:30pm
Location: Eatery A 2932 Ingersoll Ave Des Moines, IA 50312

Books on the Balcony 8/28
Past Events
Start: 08/28/18 | End: 08/28/18 | Time: 7:00pm-8:30pm
Location: Eatery A 2932 Ingersoll Ave Des Moines, IA 50312

Books on the Balcony 7/24
Past Events
Start: 07/24/18 | End: 07/24/18 | Time: 7:00pm-8:30pm
Location: Magnolia Wine Kitchen Balcony 1420 Locust St, Des Moines, IA 50309

Books on the Balcony 6/26
Past Events
Start: 06/26/18 | End: 06/26/18 | Time: 7:00pm-8:30pm
Location: Magnolia Wine Kitchen Balcony 1420 Locust St, Des Moines, IA 50309

Books on the Balcony 5/22
Past Events
Start: 05/22/18 | End: 05/22/18 | Time: 7:00pm-8:30pm
Location: Eatery A 2932 Ingersoll Ave, Des Moines, IA 50312, USA

Books on the Balcony 4/24
Past Events
Start: 04/24/18 | End: 04/24/18 | Time: 7:00pm-8:30pm
Location: Magnolia Wine Kitchen Balcony 1420 Locust St, Des Moines, IA 50309

Books on the Balcony 3/27
Past Events
Start: 03/27/18 | End: 03/27/18 | Time: 7:00pm-8:30pm
Location: Magnolia Wine Kitchen Balcony 1420 Locust St, Des Moines, IA 50309
Books on the Balcony 3/27
Past Events
Start: 03/27/18 | End: 03/27/18 | Time:
Location:

Books on the Balcony 2/27
Past Events
Start: 02/27/18 | End: 02/27/18 | Time: 7:00pm-8:30pm
Location: Magnolia Wine Kitchen Balcony 1420 Locust St, Des Moines, IA 50309

Open House Holiday Celebration
Past Events
Start: 12/21/17 | End: 12/21/17 | Time: 4:00pm-7:00pm
Location: Triangle Financial Office 3101 Ingersoll Ave, Ste 204, Des Moines, Iowa 50312
Latest Article
Triangle’s Action Plan for COVID-19
by Kendra Erkamaa | September 30, 2021 | Uncategorized
We have successfully completed our third quarter of 2021! We are hoping you all are…
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by Kendra Erkamaa | January 18, 2021 | Community
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2020: A Story of Plans Re-Written
by Kendra Erkamaa | January 6, 2021 | Community
As 2020 closes on one of the most transformative years for our country, can we…
Triangle Times July 2020
by Kendra Erkamaa | July 10, 2020 | Newsletter
The second quarter of 2020 has come to a close and what a great second…
Details on the Tax Deadline Extension
by Kendra Erkamaa | July 7, 2020 | Community
The I.R.S. is giving you three additional months to file and pay. Provided by Triangle…
The Power of Compounding
by Lindsey Taylor | June 30, 2020 | Education, Investing, Wealth
When considering a subject to write about, I decided to ask one of my old…
3 Roth Conversion Traps To Avoid After The SECURE Act
by Kendra Erkamaa | June 30, 2020 | Community
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The Fear Factor
by Kendra Erkamaa | May 12, 2020 | Newsletter
The Fear Factor – Making Smart Choices in the Face of Fear Even the most…
The SECURE Act
by Kendra Erkamaa | April 17, 2020 | Newsletter
The SECURE Act Long-established retirement account rules change. The Setting Every Community Up for Retirement…
CARES Act 2020
by Kendra Erkamaa | April 13, 2020 | Newsletter
Key Provisions of the CARES Act Distributions can be waived in 2020 for Inherited Accounts,…
Triangle Times March 2020
by Kendra Erkamaa | April 8, 2020 | Newsletter
The first quarter of 2020 has come to a close and wow has it been…
Virtual Meeting Options with Triangle Financial
by Lindsey Taylor | March 12, 2020 | Investing
The outbreak and response to Coronavirus Disease 2019 (COVID-19) is new for all of us. …
Client Stories on Wealth
by Kendra Erkamaa | February 4, 2020 | Investing
Clear service structure: value
by Kendra Erkamaa | October 30, 2019 | Investing, Wealth
“Life is Change, Growth is Optional One of my favorite professional coaches, Janet Tingwald, uses…
The Financial Planning Industry is Changing
by Kendra Erkamaa | October 30, 2019 | Investing, Wealth
“Life is Change, Growth is Optional” I heard that book title the other day, and…
Financial literacy – knowledge is power
by Kendra Erkamaa | August 1, 2019 | Family, Investing, Wealth
Unfortunately, financial literacy rates have dropped nationally since the Great Recession of the late 2000s.…
Making a wealthy mindset work for you
by Kendra Erkamaa | July 1, 2019 | Wealth
Let’s be honest – how many times have you played the “if I ever win…
Top Things to Ask a Financial Advisor
by Kendra Erkamaa | June 15, 2019 | Tax
Financial Planning Industry: Selecting an Advisor “Life is Change, Growth is Optional” I heard that…
Robo-Advisors – what’s the hype?
by Lindsey Taylor | May 31, 2019 | Wealth
As a financial advisory firm, we talk a lot about the importance of finding the…
Women, Money and the Wealth Gap
by Kendra Erkamaa | March 1, 2019 | Family, Investing, Wealth
As a woman, I’m proud of the unique gifts and qualities our gender offers. We…
Time for a new vehicle – lease or purchase?
by Kendra Erkamaa | February 1, 2019 | Wealth
As a financial advisor, I’m sometimes asked what my opinions are on purchasing vs. leasing…
Holidays: Making Memories Instead of Breaking the Bank
by Kendra Erkamaa | December 3, 2018 | Family, Giving
Years ago, I hosted a family holiday gift exchange that ended up an epic fail.…
NAWBO Iowa names new leadership
by Kendra Erkamaa | September 21, 2018 | Community
Kathryn Towner, president and owner of WinCommunications, and Kendra Erkamaa, CEO and owner of Triangle…
Financial Planning Through Divorce – Tax Considerations
by Kendra Erkamaa | July 30, 2018 | Tax
In this second of two articles in the series, we’re focusing on how taxes may…
Certificate of Divorce
by Kendra Erkamaa | July 2, 2018 | Family
Divorce is a painful process in many ways. It’s not a topic many want to…
Creating Wealthy Habits
by Kendra Erkamaa | April 27, 2018 | Wealth
How would you define “wealth?” I often hear the following: When I can do what…
When do I take Social Security benefits?
by Kendra Erkamaa | April 9, 2018 | Wealth
Most people entering the retirement phase of life start questioning when they should collect social…
Tax Reform Article
by Kendra Erkamaa | February 26, 2018 | Tax
On Friday, December 22, the President signed the Tax Cuts and Jobs Act (TCJA) of…
Grey Divorce
by Kendra Erkamaa | February 9, 2018 | Family
As an independent financial planning firm, we help people in all stages of their life…
Kids & Money
by Kendra Erkamaa | February 8, 2018 | Family
Tips for setting up children for financial success It’s the time of year when many…