Trinity Financial Strategies

🌟Are you prepared to protect yourself and your family from the top financial challenges facing Baby Boomers in 2025? 🌟

Join Tim Brunnock as he presents:

"Protecting You and Your Family from 7 of the Biggest Financial Planning Dangers Facing Baby Boomers in 2025."

📅 Two Convenient Sessions:

🔹 Thursday, January 23rd at 4:30 PM (sign up link) https://lnkd.in/ecfRxrR8

🔹 Friday, January 24th at 12:30 PM (sign up link) https://lnkd.in/eHvY9bzA

This webinar is designed to give you actionable insights on navigating:
✅ developing a savings and spending plan
✅ organizing a retirement income plan
✅ maximizing your social security benefits
…and much more.

Whether you're approaching retirement or already there, this session will help you make informed decisions to secure your financial future.

We look forward to seeing you there!

Ryan Brunnock

Wishing all of our clients, friends, and colleagues a happy Valentine’s Day! 💌

🎓 For parents of incoming college freshmen, the fall semester will be here before you know it. One thing you might not see on checklists for what to pack when your child is heading off to ? A Health Insurance Portability and Accountability Act (HIPAA) release form!

Once a child turns 18, parents no longer have access to the child’s medical records and cannot make decisions on their child’s behalf. Without proper health documents established, it’s possible that parents may not even be notified if their child is involved in a medical emergency.

By signing HIPAA release forms, students authorize healthcare providers to share medical information with parents if the child is incapacitated.

If you’re interested in learning more about medical release forms for college students, feel free to reach out!

With college acceptance letters rolling in, the springtime of senior year marks a pivotal time for many high school students. 📨

Deciding which school to attend can be an exciting yet nerve-wracking process. As students and their families narrow down their options, it’s critical to factor budgetary implications into a final decision. Taking on too much student debt to pay for school may be detrimental to students’ finances once they graduate .

Read below for important factors to consider when choosing a school—and borrowing money to attend.

If you or a loved one have any questions about financing a college education, feel free to contact us!

Follow this rule of thumb to avoid taking on too much student debt, college experts say As students weigh which school to attend, making sure they won't need to borrow too much is key, experts say.