Trident Wealth

Trident Wealth Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Staying active is one of the most important investments we can make in our overall well-being.Whether it's a morning wal...
06/15/2026

Staying active is one of the most important investments we can make in our overall well-being.

Whether it's a morning walk, a round of golf, time in the garden, yoga, pickleball, or exploring a new hobby, staying physically and mentally engaged can support both health and happiness as we age.

Retirement isn't just about financial security. It's also about having the energy, purpose, and freedom to enjoy the activities and people that matter most.

What is your favorite way to stay active?

Big transitions have a funny way of quietly rewriting your financial priorities.New tuition bills, a kid moving out, or ...
06/12/2026

Big transitions have a funny way of quietly rewriting your financial priorities.

New tuition bills, a kid moving out, or a graduate moving back in can all shift the numbers, and sometimes your strategy needs to catch up.

A short conversation now can save a lot of guesswork later.

www.tridentwealth.com/contact

If you live to 95, will your money? One of the biggest challenges in retirement is finding the right balance.If you're ...
06/10/2026

If you live to 95, will your money?

One of the biggest challenges in retirement is finding the right balance.

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age?

Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

Have a child or grandchild heading to college this fall? If so, now is the time to make sure their FAFSA form is in. A ...
06/09/2026

Have a child or grandchild heading to college this fall? If so, now is the time to make sure their FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

A quick check today could help avoid missing opportunities later.

Planning a summer getaway? You may notice travel costs are higher this year.Average domestic airfare is about $383, up $...
06/05/2026

Planning a summer getaway? You may notice travel costs are higher this year.

Average domestic airfare is about $383, up $89 from last year, while gas prices have risen $1.42 per gallon from a year earlier.

Even with higher costs, many Americans are still making travel plans. Some are choosing destinations closer to home, shorter trips, or adjusting their budgets to help manage expenses.

Source: https://www.cbsnews.com/news/memorial-day-travel-costs-vacation-inflation-summer-2026/

One thing many people don't expect about retirement is just how much free time suddenly appears on the calendar!After ye...
06/03/2026

One thing many people don't expect about retirement is just how much free time suddenly appears on the calendar!

After years of work schedules, meetings, and routines, having every day wide open can feel exciting, but it can also take some getting used to.

Many retirees find it helpful to create a little structure in their week, such as:
✔️ A regular volunteer opportunity
✔️ Lunch or coffee with friends
✔️ A weekly class or group activity
✔️ Time set aside for exercise, hobbies, or personal interests

The goal isn't to stay busy for the sake of being busy. It's about creating a routine that gives you something to look forward to and helps you stay connected to the people and activities you enjoy.

What has helped you create purpose and routine in retirement?

May is Older Americans Month! 🎉Research shows that a positive attitude toward aging may contribute to improved mental a...
05/15/2026

May is Older Americans Month! 🎉

Research shows that a positive attitude toward aging may contribute to improved mental and physical well-being.

Preparing financially for the future can help individuals feel more prepared for each stage of life and focus on what matters most to them.

Source: NIH.gov, March 18, 2024

There's a moment early in retirement that catches many people off guard. You wake up… and there's nowhere you need to b...
05/13/2026

There's a moment early in retirement that catches many people off guard.

You wake up… and there's nowhere you need to be.

At first, that quiet feels wonderful. After years of deadlines and responsibility, it's a relief.

And then the question comes:

Now what?

If that feels familiar, you're not alone. Retirement isn't just a schedule change. For many people, it's an identity shift.

The first year isn't about having everything figured out. It's about finding your rhythm.

As college tuition costs continue to rise, proactive planning can help families prepare for future education expenses.Wh...
05/12/2026

As college tuition costs continue to rise, proactive planning can help families prepare for future education expenses.

Whether you’re just getting started or optimizing your current strategy, this calculator can help you visualize your progress toward your college savings goals.

https://www.tridentwealth.com/resource-center/investment/college-savings

Address

711 Bestgate Road, Suite 201
Annapolis, MD
21401

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Trident Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Trident Wealth:

Shortcuts

Share

Category