Trillium Financial Advisors

Newsletters

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.
An Introduction to Trusts

A properly constructed trust can serve many purposes for families — and not just for the wealthy.
HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy

An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Lease Payment

How much would your monthly lease payment be?

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	26,736.92	+0.30
Nasdaq Composite	7,987.80	-0.50

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.