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Blog

Adam Parks | Nov 7, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Adam Parks | Oct 31, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Adam Parks | Oct 24, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Adam Parks | Oct 17, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Adam Parks | Oct 10, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Adam Parks | Oct 3, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Adam Parks | Sep 26, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Adam Parks | Sep 19, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Adam Parks | Sep 12, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Adam Parks | Sep 5, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Adam Parks | Aug 29, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Adam Parks | Aug 22, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Office

Tampa
6820 West Linebaugh Avenue
Suite 103
Tampa, FL 33625


Clearwater
2531 Landmark Drive
Suite 204
Clearwater, FL 33761
P | 727-772-1272


West Palm Beach

1601 Belvedere Road
Suite E300
West Palm Beach, FL 33406

 

 

 

Contact Info

P | 813-269-2579
E | Info@Trinitywmg.com

     

Get in Touch

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Fixed insurance offered through Trinity Wealth Management Group. Cambridge and Trinity Wealth Management Group are not affiliated. Cambridge does not offer legal or tax advice.  For information about your investment professional, please visit BrokerCheck for more information. Securities offered in AR, MO, NV, NJ, VA, WV, MA, FL, CA, CO, GA, IL, IA, UT, DC, NC, NY, AK, VA, NM, OH, PA, TX, WA, WV. Insurance offered in FL, IL, IA, CA, TX, NV, VA, UT.

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