true (tru)  -  adjective, real; genuine; authentic.

wealth (welth)  –  noun, the quality of profuse abundance.

de·sign (di-zin')  –  verb, to have as a goal or purpose; intend.

  

True Wealth Design is a fee-only investment advisory and financial planning firm that assists individuals and businesses with financial planning, investment planning, and retirement planning needs. We are committed to understand your unique situation and objectively develop a comprehensive strategy that is in your best interest to help you attain your goals.  Please visit our site to learn more about our services and philosophy.  If we can be of assistance, please contact us for a complimentary initial consultation. 

We are pleased to announce that Chuck Myers, Investment Advisor Representative with True Wealth Design, has recently written and published a book aimed to educate investors. The book, Three Words That Spell Investment Success, does a great job in accomplishing its objective and does so with Chuck's unmistakable sense of humor. The book is available for purchase at Amazon.com by clicking on the picture of the book's cover.

Lastly, be sure to register for our monthly email newsletter to receive timely and relevant financial information to help empower you make better financial decisions.

 

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Calculators

Cost of Retirement

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

More Newsletters →