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Private Wealth Management For Select Individuals

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Triumph Capital, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

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Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The Lowdown on Those Free Credit Scores

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

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Rightsizing for Retirement

What does your home really cost?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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