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True Wealth Design blog and news

Retirement Income: Bad-Timing Risk

You just retired and need to start taking money from your investment accounts. After all, you have no more paycheck. You now need to create retirement income. Continue reading

Your Retirement Income Framework

You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading

New Medicare Cards Coming

If you receive Medicare, you will be getting a new Medicare card. Why? Medicare is removing Social Security Numbers from Medicare cards to help mitigate fraud and identity theft. Beginning in April 2018 and continuing for the next twelve months, … Continue reading

Social Security Service Slips & Lack of Advice

Social Security is complicated. Trying to apply for benefits or getting answers about your claiming options is frustrating at best. Plus, filing for benefits is something you generally do one time and the costs of mistakes can be huge. Getting … Continue reading

2018 Q1 Market Commentary

For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return with the S&P 500 down at -0.8%.  It was only a slight decline, but the decline reminds us that markets can and do … Continue reading