Trillium Financial Advisors

Newsletters

Income Investors May Find Closed-End Funds on Sale

Do you know the differences between open-end and closed-end funds? This article compares the two.
Why Family Businesses Should Have Succession Plans

Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Do ETFs Belong in Your Portfolio?

Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators »