Trillium Financial Advisors

Newsletters

Are You Ready to Cancel Your Cable TV?

Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
How Much Life Insurance Do You Need?

Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
When Should Young Adults Start Investing for Retirement?

Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Lease Payment

How much would your monthly lease payment be?