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Blog

Andrew Keil | Sep 22, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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A couple sitting on a couch working on a laptop together.
Andrew Keil | Aug 5, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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A young woman vacuuming her apartment with headphones on and dancing.
Andrew Keil | Aug 5, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Andrew Keil | Aug 5, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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About

Independent fiduciary advisors focused on your best interest—always. Retirement planning across investments, income, taxes, healthcare, and estate.

Office

1200 Brickell Ave, Suite 1950 PMB 70074
Miami FL 33131

Contact Info

(727) 275-7255
info@tridentwealthpartners.com

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Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus and Regal Investment Advisors are affiliated entities. Trident Wealth Partners is independent of Regulus Financial Group and Regal Investment Advisors. Hyperlinks on this site point to websites not affiliated with Regal Investment Advisors, Regulus Financial Group, or Trident Wealth Partners. These links are provided as a convenience only. Regal Investment Advisors, Regulus Financial Group, and Trident Wealth Partners disclaim any responsibility for the accuracy of the information on those other websites. Check the background of your financial professional on FINRA’s BrokerCheck. Please note that Trident Wealth Partners does not provide tax or legal advice, individuals should consult with a qualified professional prior to making any decisions.

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