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Learn what strong fiduciary oversight looks like for 401(k) and 403(b) plans. Discover how proactive governance, fee transparency, and employee-focused planning help organizations can support their people.
Struggling with money in your marriage? Learn how Triune helps couples work toward financial alignment through shared priorities, communication, and proactive planning.
Are your investments aligned with your values? Learn how your workplace retirement plan may be investing your money.
Fraudsters often use innovations and new technologies to perpetrate investment scams, and this has been the case with crypto asset securities-related investments. While federal and state regulators continue to bring enforcement actions in this space, recovering money from the fraudsters can be difficult because it can be challenging to trace and recover funds.
Owning a veterinary practice can be a fulfilling and financially rewarding venture. However, it also comes with its unique set of financial challenges. In this blog, we'll explore the critical role of personal financial management for veterinary practice owners and how your personal finances can significantly impact the success of your practice.
At Triune Financial Partners, we've seen firsthand the unique challenges tech workers face with concentrated stock positions. In this blog, we explore the importance of diversifying your portfolio.
Aligning your values with your financial goals will help you to stay on track (or get back on track if you get knocked off), and will facilitate greater financial wellness along the way. Because as they say, it’s about the journey, not the destination.
We’ve worked with hundreds of business owners and seen countless times the value of offering a retirement plan – not just for your employees, but for you. There are probably some benefits you aren’t aware of, so let’s dive into why offering a 401(k) plan will benefit you.
Is there such a thing as having too much cash? There can be. In this article, we'll take a closer look at the concept of "too much cash" and examine the pros and cons associated with holding excess funds.
It's not enough to set just any goals or pick random numbers and hope for the best. You need to set goals that are realistic and achievable (but hopefully a little aspirational as well)! Learn how to do that in this blog.
Have you recently conducted an “S.O.S.” (Second Opinion Service) for your company’s 401(k) Plan? If you’re a Business Owner, CFO or Controller, VP-Finance or VP-Human Resources, it is vital for you to get a second look for your plan. Learn more in this blog post.
Triune’s story can be summarized in a single, simple recognition: God owns it all. Learn more about how we got started back in 2005 and how we’ve grown since then.
In all the updates about these closures, FDIC insurance has been a hot topic of conversation, so we thought we would attempt to clarify what it is, how it works, and how it may impact you. While many people are aware of the basic coverage limits ($250,000 per depositor, per insured bank), there are lesser-known tips and strategies that can help you maximize your FDIC insurance coverage (which is helpful if your Financial Life Plan includes holding a larger amount of cash for a period of time).
It’s never too early to start planning for retirement.
The benefits of an early start are significant, and the rewards far outweigh the costs. However, many people neglect to save for retirement, leaving them vulnerable to financial stress during their senior years. Whether you are planning your retirement or looking for ways to enhance your existing plan, we’re here to provide you with valuable insights to help you achieve your retirement goals.
Paying off debt can be overwhelming and oftentimes it can be hard to know where to start. But with a little bit of planning and dedication, you can make a plan to get rid of your debt and get on the path to financial freedom. In this blog, we'll share best practices to get started.
Budgets don’t work. You set a plan, and because you’re human, you don’t stick perfectly to it. What happens is you ultimately feel bad about it, making it harder to stick to your budget. What does work is a spending plan. In this blog, we break down how to create a spending plan that actually works for you.
We’re sure you’ve heard the news over the last week regarding the failure of Silicon Valley Bank. Here is a brief recap of what is going on, and our thoughts on how you should consider this within your own Financial Life Plan. Rest assured: there is no need to panic.
Many of our clients want to rehab, remodel and renovate our spaces so that their homes are more functional, or simply more enjoyable. For a "jumping off point", here is our guide for how to tackle your home improvement projects in 2022.
After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022. The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes are numerous, complex, and will roll out over several years.
Downturns in the market are often followed by feelings of uncertainty - fear of the the future. We often hear from folks (prospecting & existing clients alike) the million-dollar question... “Should I retire now, or wait until the market comes back up?”
On the heels of President Biden’s announcement last week, there is a lot of confusion and many questions around Student Loan Forgiveness. There are parameters for who qualifies, and which loans can be forgiven, so it is very important that you determine whether or not you qualify, and then make an action-plan from there. HEre’s what we know so far.
Learn why generosity should be part of your financial plan. Discover how thoughtful planning, biblical stewardship, and strategic giving can help you align your finances with your faith and aim to create a lasting impact.