Trillium Financial Advisors
Phone:
- 616-530-1816
Fax:
- 616-530-9623
Newsletters
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.