Trillium Financial Advisors

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Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.
HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.
How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.
Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Lease Payment

How much would your monthly lease payment be?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	25,286.49	-0.40%
Nasdaq Composite	7,200.87	+0.00%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.