Brad Pistole

Trinity Insurance & Financial Services


Why Understanding Your Finances is a Game-Changer (And How Your Advisor May Help)

April 19, 2024

Money talk may be confusing and sometimes a little intimidating. But, taking charge of your finances ...

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The Risk Rollercoaster

February 27, 2024

Retirement: a time for relaxation, travel, and pursuing passions. But amidst the excitement, there's one crucial ...

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Integrating Annuities into Your Retirement Plan

January 17, 2024

Integrating annuities into your retirement plan can be a wise financial strategy. Still, it's essential to ...

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Maximizing Growth And Minimizing Risk With Fixed-Indexed Annuities

December 15, 2023

The investment strategies of older Americans, particularly Baby Boomers, have become a focal point for financial ...

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Addressing the Challenge of Dependency in Later Years

November 27, 2023

The progression of age inevitably increases the possibility of becoming dependent on others for day-to-day needs. ...

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Navigating the Probate Puzzle

October 27, 2023

How to Avoid the Legal Maze Ah, the topic of probate – a concern that's not ...

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A Wake-Up Call

September 28, 2023

Retirement Preparedness of Generation X With the transition of Baby Boomers into retirement, the spotlight now ...

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Does a Beneficiary Pay Taxes When Inheriting an Annuity 

August 31, 2023

The topic of inheritance and taxes—always a fun one to navigate, isn't it? Like many things ...

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Advantages of the 1035 Exchange IRS Code

June 29, 2023

A 1035 tax-free exchange may provide good options for tax liability management. Named after Section 1035 ...

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Understanding the Annuity Free Look Period

April 25, 2023

You have a legal right to review your annuity risk-free. An annuity is an investment that ...

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Should You Take Out a Loan From Your 401(k)?

February 23, 2023

A 401(k) loan can be a tempting option when you need quick cash. But it's essential ...

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 Be A Surgeon, Cut Out The Tax Tumors 

July 6, 2021

Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the ...

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How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World

July 2, 2021

No one knows how to time the stock market, no one! By Brad Pistole - Certified ...

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The Stock Market Crash of 2020 – Were you protected?

July 1, 2020

By Brad Pistole – Commentary When it comes to your retirement plan and trying to “time ...

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The Triple Whammy

February 7, 2019

Have you ever been Whammied? It is not fun especially when it is tripled! For a ...

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Should You Convert Your IRA To A ROTH IRA

January 31, 2019

If you are considering converting your IRA to a Roth IRA make sure you know the ...

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Will Your Retirement Accounts Last You To Age 117?

July 30, 2018

By Brad Pistole, Certified Financial Fiduciary® (CFF) On July 22nd, 2018, the world’s oldest person died ...

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Learn The Secret That Most Affects Your Retirement Success

April 16, 2018

When you consider what it takes to establish a successful retirement plan, what comes to mind? ...

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined pension ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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Brad Pistole picture

Brad Pistole

Trinity Insurance & Financial Services

551 N. Farmer Branch Rd.

Suite 101

Ozark, Missouri 65721

(417) 581-9222

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