Blog and Podcast

Should You Buy Bitcoin?

Reconsidering Bitcoin I wrote the article below in December 2017. With wild price swings, peak-to-trough losses of -70%+ in bitcoin (and more in other digital currencies), major bankruptcies, and seeming frauds in the crypto space, I thought a look back … Continue reading

Plans To Prosper Partners With True Wealth

Plans To Prosper (P2P), located in Wexford, PA, has partnered with True Wealth Design, effective December 30, 2022. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive and well-integrated financial planning, investment management, and … Continue reading

Ep 115: Secure Act 2.0: Key Impacts on Your Retirement Planning

The much anticipated SECURE Act 2.0 recently passed Congress, and while no single change made in this act will have the same level of effect on your retirement planning as some changes made in the original SECURE Act, there are far more provisions in this act that may impact your planning.  Continue reading

Secure Act 2.0: Congress Makes More Changes to Retirement Accounts

There are many other provisions within the newly passed SECURE 2.0 Act that could have a significant impact on your retirement planning. RMD changes, more Roth options, and retirement plan contribution increases are good; limitations on IRS-defined “high earners” not so great… Continue reading

Ep 113: Enhancing Your Charitable Giving

Hear Kevin and Tyler discuss ways to tax-optimize your charitable giving. Whether through bunching your deductions or using donations of appreciated stock, each coupled with a donor-advised fund can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way. Continue reading

We Are a 2022 Weatherhead 100 Winner!

True Wealth Design is proud and honored to be selected by the Case Western Reserve University School of Management as a 2022 Weatherhead 100 winner. Established in 1988, The Weatherhead 100 is the premier celebration of Northeast Ohio’s spirit of entrepreneurship … Continue reading