Making a Difference That Counts

From a financial perspective, are you currently getting everything you want out of life? Are you managing your financial future in a way that will provide everything you’ve ever dreamed of, or should you be doing things differently? Are your actions today going to provide you with the “tomorrow” you really want? What’s the point of working or worrying about your financial future if you inadvertently head off in a direction you never intended to go? Or worse, to arrive someplace you didn’t want to be! Is your financial future in a fog, or have you spent the appropriate amount of time planning for it? 

  • What would it take for you to experience true financial fulfillment?
  • Do you spend more time planning your two-week vacation than your family’s financial  well-being?
  • Do you discuss finances openly with your loved ones, or is it an uncomfortable topic to bring up?
  • Do you meticulously track how your money is spent, but then get a pit in your stomach when it comes time to spend it? 
  • Do you worry more about today than tomorrow?
  • How much money is “enough?” 
Trademark Capital is committed to providing clarity, confidence, capability, and coordination.  This commitment calls us to move beyond what is considered to be “normal” financial planning to something vastly different and far more effective. While most financial service providers are solely concerned with a personal assessment of “what is,” we believe this is insufficient for people who desire to live extraordinary lives. Focusing on “what can be” involves a transformational approach to thinking that is directed toward designing a way forward. This is the basis of Possibility Based Planning™. 
 
 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

More Newsletters →