Trillium Financial Advisors

Newsletters

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.
Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.
Birthday Opportunities

Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.
Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Lease Payment

How much would your monthly lease payment be?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Disability Income Insurance

How much Disability Income Insurance do you need?

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	25,559.01	+1.58
Nasdaq Composite	7,805.95	+0.41

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