Triad Financial Group, LLC

Honoring those who have served is a responsibility we are proud to share.

We recently joined Mississippi Lime Company, the L.O.V. Love Our Veterans fund, and other sponsors in presenting a $21,500 donation to Missouri’s National Veterans Memorial (MNVM). The funds were raised through the MNVM Golf Challenge held May 30 at Forest Park Golf Course.

We are grateful to the golfers, sponsors, volunteers, and supporters who helped make the event possible. Their generosity will help MNVM continue preserving the stories of our nation’s veterans, educating future generations, and providing a meaningful place for remembrance and reflection.

We are honored to support an organization that recognizes the service and sacrifice of veterans and their families.

🍀 Happy St. Patrick's Day! 🍀

Let's celebrate the rich culture and traditions of Ireland with joy and gratitude. Whether you're wearing green, enjoying some Irish music, or cooking up a delicious Irish meal, may your day be filled with luck and happiness!

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

March is Women's History Month 💼💜
A time to honor the contributions women have made across industries, communities, and history—including the world of finance.

From breaking barriers to reshaping boardrooms, women continue to drive progress every day.

Let's take a moment to recognize that history isn’t just in the past—it's happening now.

As Thanksgiving approaches, it's a wonderful opportunity to reflect on all the good things in our lives and to cherish the family and friends who make our days brighter. With excitement for the year ahead, let's embrace a holiday season filled with the joys of love, connection, and togetherness. Wishing you a delightful Thanksgiving and a fantastic holiday season!