Trillium Financial Advisors

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How Well Do You Understand Retirement Plan Rules?

From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
Signs of a Scam…and How to Resist It

Discover four common practices that might help you identify and avoid scams.
Real Estate for Income and Diversification

Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
A More Affordable Life Insurance Solution

Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
LTCI Cost of Waiting

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