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New Year Resolutions, Goal Setting and Living With Intention

by Kendra Erkamaa | March 11, 2021 | Community
All my life I have been a planner. My Franklin Covey Planner was known as…

Triangle times

by Kendra Erkamaa | January 25, 2021 | Newsletter
Welcome to 2021! We are still working hard to keep up with Covid safe standards…

The Peaceful Planner

by Kendra Erkamaa | January 18, 2021 | Community
The Peaceful Planner – A hero who helps clients see the humanity in the numbers…

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
Jamie Hopkins Contributor Retirement Director of Retirement Research and Managing Director of Carson Coaching Roth…

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…
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