Triada Advisors

10/06/2026

Missed our Roth conversion webinar? The replay is now available. Learn the break-even tax rate (BETR) framework and a more complete way to think about whether a conversion fits your plan. Watch it here: https://youtu.be/36t9k1Os-Xw

10/05/2026

As we observe Long-Term Care Planning Month, it’s a great time to consider what to look for in an extended-care policy. Here are 8 questions to help you better understand the costs and benefits of coverage.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

09/29/2026

FIVE YEARS! Cheers to five years of growth, new challenges, and exciting opportunities ahead. The future is bright. Congrats, Trevor, on your 5-year work anniversary!

09/23/2026

Settling an estate can involve many moving pieces. Understanding how to determine the value of an estate is an important first step in the process — from identifying assets and debts to gathering financial statements. See the four key steps for valuing an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

09/18/2026

This week is National Medicare Education Week! Understanding your coverage options and enrollment requirements can help you make informed decisions before you enroll. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

09/16/2026

In September's Investment Insights blog post, you'll find more info on bond rates and what it means for investors.

Bond rates are rising again. Read more for what that means for investors.

09/14/2026

Would a Roth conversion still make sense even if your tax rate drops in retirement? For some investors, it could. Join Thursday's webinar to learn how the break-even tax rate (BETR) framework can help you find your answer.

Register here: https://us06web.zoom.us/webinar/register/WN_WouC0zgaQDu0kr2TNUqi6w #/

09/11/2026

Patriot Day, observed on Sept. 11, is a time to remember the strength, resilience and unity of the American people. We honor the spirit of service and the courage shown by first responders and communities across the nation, today and always.

09/07/2026

Labor Day honors the hard work and contributions of workers. It’s a time to relax, reflect and celebrate the backbone of our communities. Happy Labor Day from Triada Advisors!

09/04/2026

A Roth conversion can be a powerful tool for retirement and estate planning — but only if it's the right fit for your situation. Join our upcoming Sept. 17th webinar to learn a practical framework for making that call with confidence.

Register today: https://us06web.zoom.us/webinar/register/WN_WouC0zgaQDu0kr2TNUqi6w #/registration