News and Updates

Tax Implications and Benefits of Home Ownership

Beyond the pride of owning a home, there are significant financial benefits that come with it, especially during tax season. Navigating these benefits without getting overwhelmed by the complexity...

Avoid Tapping Retirement Funds: Alternatives for Debt Relief

With record inflation and a looming recession, many individuals face daunting economic challenges. The average household credit card debt has risen to approximately $9,000 as of early 2022,...

The Type of Financial Planning Can Make a Big Difference

When seeking assistance in creating a financial or retirement plan, it is essential to understand the differences between goal-based financial planning and planning that relies on detailed cash...

How to Start Investing

Investing can seem daunting and overwhelming. Schools and colleges rarely offer classes on investing if you are not a business major, so it can be difficult to deposit your hard earned money into...

Early Retirement and Healthcare

Early retirement is a common financial goal that requires careful consideration of covering healthcare expenses before age 65 when Medicare eligibility typically begins....

Managing Your Cash

You may have recently received an inheritance or annual bonus at work and now have a little extra money in the bank, and are wondering what to do with it. Consider having cash an excellent “problem...

What to Do Upon Death of a Family Member

In addition to coping with the grief of losing a loved one, family members are often responsible for the various financial and administrative tasks that must be done on behalf of the deceased....

The SECURE Act of 2019 and its Impact on Retirement Accounts

President Trump recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 which is the first major retirement regulation in over a decade. Intended to...

Social Security

According to the National Social Security Association LLC, more than 90% of Social Security recipients receive less money than they are entitled to. Failure to maximize Social Security Benefits...

Partial Roth Conversions

While there are several factors to consider, including income tax considerations, converting a traditional IRA or employer-sponsored retirement account to a Roth can be an effective strategy for...

Roth 401(k) Plans

Since employers are increasingly including a Roth 401(k) option as part of their defined contribution plan, employees should consider potential benefits of using the Roth 401(k) option instead of...

Using an IRA for Charitable Giving

Giving Tuesday was created in 2012 by the 92nd Street Y and United Nations Foundation as a “Global Day of Giving”. By designating the Tuesday after Thanksgiving as Giving Tuesday, organizers...

Retirement Distribution Strategies

A traditional approach of managing investments during retirement is to liquidate taxable investment accounts first before taking withdrawals from retirement accounts like IRAs and 401(k) plans....

Fee-Based or Fee-Only: What’s the Difference?

The way an advisor gets paid can create a potential conflict of interest, whereby they place their financial interests above your own. Financial advisors are compensated for their advice in one of...

The Fiduciary Standard

The United States Department of Labor’s (DOL) recommendation to require financial advisors to adhere to a fiduciary standard received a lot of attention and reaction by financial institutions....

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Trinity Legacy Partners, LLC is a registered investment adviser located in Houston, Texas. Trinity Legacy Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.

All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.