Trillium Financial Advisors

Newsletters

Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Enriching a Teen with a Roth IRA

A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Keep an Eye Out for IRS-Related Scams

Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.
REITs, Rates, and Income

This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Savings Goals

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

How much would your monthly lease payment be?