Home Sweet Retirement: A Guide to Your Perfect Retirement State
In this episode, Tyler Emrick, CFA®, CFP®, explores WalletHub’s 46-factor framework for ranking states for retirees, examining everything from tax rates and cost of living to leisure opportunities and healthcare access. Continue reading
Money, Memory, and Longevity: Navigating Retirement Challenges
In this episode, Tyler Emrick, CFA®, CFP®, dives into the surprising connection between wealth and longevity, uncovering how financial freedom can unlock better health, reduced stress, and more fulfilling retirement years. Continue reading
2024 Investment Markets: Performance, Concentration, and Parallels
The investment landscape in 2024 was defined by strong yet uneven returns across asset classes, as market concentration in U.S. equities reached new heights. While the most utilized global equity index, the MSCI All Country World Index, returned about 17%, … Continue reading
Big Changes to Social Security
Dive into what the changes mean, how retirees can expect retroactive payments, and the broader impact on the Social Security system. Continue reading
Using Tax Caddy to Make Tax Prep Easier
True Wealth is proud to offer TaxCaddy as the client portal for individual taxpayers. TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically. Upload or snap … Continue reading
The Case for Patience: Why Waiting for Social Security Pays Off
Your Social Security decision isn’t just about dollars and cents—it’s a critical piece of your retirement puzzle. Continue reading
Maximizing Your Charitable Giving: A Guide to Doing Good While Reaping Tax Benefits
Charitable giving offers a meaningful way to support the causes you care about while also providing an opportunity to help your finances. When you donate to nonprofit organizations, you’re helping drive their missions forward. While the immediate impact is important, … Continue reading
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds. Continue reading
Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. Continue reading
The Shrinking Number of Stocks in the Stock Market
The U.S. stock market has long been a cornerstone of American capitalism, allowing companies to raise capital and gain visibility. Recently, however, there’s been a decline in the number of publicly traded companies, with many businesses opting to stay private. … Continue reading