Triad Financial Group, LLC

03/17/2026

🍀 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!

03/11/2026

🚀 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

03/10/2026

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.

11/27/2025

11/25/2025

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!

11/24/2025

Black Friday deals are everywhere, but not all of them are worth your money.

This season, try a new kind of strategy:
📌 Stick to your budget
📝 Make a list (and don’t deviate!)
🤔 Ask: “Do I really need this?”
🔕 Mute the hype until the dust settles

These small habits can go a long way in helping you feel more confident and in control during a high-spend season.

11/20/2025

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

09/19/2025

This week we had the privilege of taking veterans from our community to Missouri’s National Veterans Memorial in Perryville. It was a moving and meaningful experience for everyone involved as we reflected, remembered, and honored the sacrifices of those who served.

To close the day, one of our advisors, John Fischer presented commemorative medals to the veterans in attendance. It was a small token of appreciation for their service and dedication.

We are grateful for the opportunity to share this day with such remarkable men and women. ❤️🤍💙

09/01/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

04/20/2025

Easter is a celebration of hope, renewal, and resilience — a powerful reminder that even after challenge, there is the promise of new beginnings.

To all who celebrate, we wish you a joyful and peaceful Easter Sunday. May this season bring clarity, gratitude, and fresh perspective. 🌿

04/18/2025

On this Good Friday, we reflect on themes of humility, sacrifice, and compassion — values that extend far beyond faith and into the way we live and lead.

May today be a reminder to move through the world with intention, kindness, and gratitude.

Wishing peace to all who observe.