7 Lupine Ln
Sunriver, OR 97707

Trinity Wealth Strategies

(503) 822-0122

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here's a crash course on saving for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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