What’s Happening

Investing with Impact: A Guide to Socially Responsible Investing (SRI)

Date: August 14, 2025
Time: 10:30 am - 12:00 pm
Location: Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Socially Responsible Investing Aug 14 2025

Can your investments reflect your values and work toward long-term financial goals? Many investors today want their money to do more than just grow—they want it to make a difference. Socially Responsible Investing (SRI) allows you to align your portfolio with the issues that matter most to you, like climate change, gun safety, clean water,…

Read more

Retirement Distribution Planning: Turning Savings into Lasting Income

Date: September 11, 2025
Time: 10:30 am - 12:00 pm
Location: Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Retirement Distribution Planning Sep 11 2025

You’ve spent years saving for retirement — now it’s time to turn those savings into a reliable income stream. Are you confident in your withdrawal strategy? Many retirees worry about running out of money, paying too much in taxes, or making costly mistakes when it’s time to take money out of their accounts. A smart, coordinated…

Read more

Ask Triangle

Date: October 3, 2025
Time: 11:00 am - 12:00 pm
Location: Zoom
Ask Triangle

Join us for the next Ask Triangle!   RSVP today! 📧 Email: admin@trianglefsinc.com 📞 Call: 515-282-8962     On Zoom: https://us02web.zoom.us/j/89826675213?pwd=U2ZxS0tCQXZsM05UUFhMbCt5SVIzUT09 Meeting ID: 898 2667 5213 Passcode: 398357  

Read more

Tax-Smart Retirement: Proactive Planning for Lower Lifetime Taxes

Date: October 9, 2025
Time: 10:30 am - 12:00 pm
Location: Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Tax-Smart Retirement Oct 9 2025

Are you paying more in taxes than you need to—now or in retirement? Many people assume their tax bill will go down in retirement, only to find that required distributions, Social Security, and other income sources push them into higher-than-expected tax brackets. Without a smart strategy, taxes can quietly erode your retirement savings. This educational…

Read more

Smart College Planning: Strategies to Save More and Borrow Less

Date: November 13, 2025
Time: 10:30 am - 12:00 pm
Location: Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Smart College Planning Nov 13 2025

College costs are rising — are you prepared to help your child or grandchild without compromising your own financial future? Paying for college is one of the largest financial commitments families face, yet many don’t have a clear plan in place. Without the right strategy, you could miss out on savings opportunities, overpay for tuition,…

Read more
css.php