Trillium Financial Advisors

Newsletters

Signs of a Scam…and How to Resist It

Discover four common practices that might help you identify and avoid scams.
Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.
Do You Have a Tax-Smart Withdrawal Strategy?

Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Planning to Quit Your Job? What to Know Before You Go

Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

Lifetime Earnings

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

Estimate the future value of your current savings.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.