Social Security Timing: Reframing Your Thinking For Better Decision-Making
Your brain uses mental shortcuts to help solve problems. While shortcuts can be quite helpful in many aspects of daily life, in other areas shortcuts may harm your decision-making. Social Security claiming is often one of these negatively impacted areas. Continue reading
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Estate planning is about more than just wealth distribution—it’s about peace of mind. Continue reading
Plan Smarter. Live Better.
Our lives are the cumulative result of the decisions we make every day. Just as in investing, the power of these decisions compounds over time. That’s why it’s so important to find a decision-making process that works for you. Continue reading
The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Continue reading
True Wealth Design Ranked in Crain’s Cleveland Wealth Manager List
Crain’s Cleveland published their Wealth Management Firms list on May 13, 2024. True Wealth Design is honored to be on the list and to have had a 12-month growth rate of over 30% — only one of three companies that made the list. Continue reading
USA Today Recognizes True Wealth Design
True Wealth Design is proud to have been named one of USA TODAY’s Best Financial Advisory Firms of 2024, based on recommendations from industry peers and clients as well as growth in assets under management. This prestigious ranking is a … Continue reading
Retirement “Magic Numbers” Make Little Sense
In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a “magic number” of retirement savings falls well short of good retirement planning. Continue reading
Risk Management Strategies for Evolving Investment Objectives
When it comes to investing, one size doesn’t fit all. Each investor has unique goals, time horizons, and risk tolerance. That’s why tailoring risk management strategies to your specific investment objectives is crucial. Here are some issues to consider: Understand … Continue reading
Your Initial Meeting with a Financial Advisor
When you’ve worked hard to build wealth and accumulate assets, it’s only natural to want to ensure you protect your financial future. Working with a qualified financial advisor can help you navigate the complex world of wealth management and financial … Continue reading
Real Estate, Taxes, & College Oh My!
We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Continue reading
