Trillium Financial Advisors

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Dividends for Income and Total Returns

Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
HOT TOPIC: Is the Yield Curve Signaling a Recession?

An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
Are You Eligible for Any of These College-Related Federal Tax Benefits?

College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.
Six Steps to Starting a New Business

Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Car Affordability

How much can you afford to pay for a car?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cash Flow Analysis

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