News & Insights

Happy Birthday to Us!

In August, we celebrated the end of our first year as a firm! The realization of Terrier Financial Group from a dream to reality has been an amazing, challenging, and …

RMD Holiday 2020

The new COVID-19 stimulus bill just signed by President Trump includes welcome tax relief for retirees: The required minimum distribution rules for Individual Retirement Accounts and 401(k)s are waived for 2020. …

A Very Merry Christmas Party

On December 6th, we threw our very first Annual Christmas Party! It was a wonderful evening, full of good conversation and delicious food. Spice Asian Kitchen was a wonderful venue, …

Race to Rescue 5k

Animal adoption and rescue is very important to all of us at Terrier Financial Group (with a name like Terrier Financial, how could it not be?) So, we jumped at …