Apr 21How to Calculate the ROI a College Gives GraduatesThere are now sources that will show you the ROI of thousands of colleges and universities across the United States.
Apr 19News and Information for Employers: The biggest trending benefit this yearWhat do employees want - is it comprehensive benefits, flexible schedules or increased compensation? Responses range from guaranteed income
Apr 8Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth AdvisorJim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Apr 5Recapping the Bumpy 1Q 2022 RideThis quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.
Feb 18February is Financial Aid Awareness Month. Did you know these 5 facts about Financial Aid?With February being Financial Aid Awareness Month, take a look at this description of financial aid opportunities for students entering coll
Jan 12Lift Retirement: How to Prepare for a 401(K) AuditFrom this perspective, you might think there is no chance that you’re walking out of an audit unscathed. However, the outlook is a little...
Jan 6News for Retirees in 2022: Social Security Benefit Increases & Other Adjustments As people approach their golden years and prepare to transition out from full-time work, personal and financial considerations begin to...
Jan 5Fourth Quarter Recap & First Quarter OutlookStock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...
Dec 17, 2021“Until Death Do Us Part…”Most of us have heard these words over the years, as we or our loved ones were married; “For richer or poorer, in sickness and in health,...
Dec 14, 2021Dana Mascalo Wins Natural Nutmeg Magazine’s 10 Best Readers’ Choice Award For Fourth Year in A RowCongratulations to Dana Mascalo, Managing Partner with TrinityPoint Wealth, for being recognized in Natural Nutmeg’s 10 Best Readers’...
Dec 14, 2021Investing as Future-Building: How Investors are Approaching ESG InvestingInvesting is not just about money—it’s about the future. Investors shape the future they envision through their contributions, and the...
Nov 19, 2021Eric Passeri Talks Inflation on the Chaz & AJ ShowWhat is inflation, how is it affecting the state, and where does it stop? “Mr. Inflation” Eric Passeri from TrinityPoint Wealth explains...
Nov 17, 2021Cybersecurity Matters — Protect Your Assets and Wealth Against Cyber ThreatsLet’s take a look at some common security threats and how people can protect their assets and wealth against these cyberattacks and breaches
Nov 17, 2021Congratulations To Our Five Star Women In Wealth Award WinnersWe are pleased to announce Five Star award winners Dana Mascalo and Lise Robinson’s appearance in a Women in Wealth special section in...
Nov 3, 2021Ask Dana! Eight Important Year End Reminders for 2021The clock is ticking! With the end of the year approaching, here are some important financial planning and tax reminders to consider...
Oct 13, 2021A Closer Look at Biden’s Tax Change ProposalsNearly one year into the Biden administration, the White House is looking to make big changes to tax rates and regulations, with many...
Oct 6, 2021Delta Variant Signals the Pandemic’s Continued GripThe highly transmissible delta variant grabbed headlines during the third quarter. Figure 1 shows the number of daily new confirmed Covid-19
Sep 22, 2021The Backdoor Strategy to a Smarter Retirement: The Pros, Cons, & Opportunities of Backdoor Roth IRAsBackdoor Roth IRAs offer a unique investment opportunity to high-income earners looking for long-term financial planning.
Aug 30, 2021Why You Might Need A Registered Life Planner: An Interview with Managing Partner, Dana MascaloListen to the latest episode of Maggie Germano's Money Circle podcast; ‘Why You Might Need A Registered Life Planner’, featuring TrinityPoin
Aug 23, 2021Congratulations to Michele Martin, CFP®We’re pleased to announce that Michele Martin has earned the distinguished Certified Financial Planner (CFP)® designation from the...