The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
Hear Tyler Emrick, CFA®, CFP®, dissect a client’s journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs. Continue reading
Mark Boslett, CPA Partners With True Wealth
True Wealth Design (True Wealth) has partnered with Mark Boslett, CPA, located in Hudson, Ohio. This will further expand True Wealth’s Accounting & Tax division. Continue reading
Our Tax Division Is Growing
True Wealth Design (True Wealth) has partnered with Donovan, Klimczak & Company CPAs (DKC) by merging DKC’s Hudson location (former DKC-Warfield and Company) to expand True Wealth’s Accounting & Tax division. Continue reading
Yearend Financial Check-up & Tax Moves
It’s that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it’s time to look back over this year and towards the next. Continue reading
Medicare Reviews During Open Enrollment
We have partnered with a Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plan and make the most of your healthcare dollars.** As your Annual Notice of Change arrives … Continue reading
Investment Market Observations: Concentration & Valuation
Markets are funny. After all, they’re comprised of people who themselves do funny, nonsensical things from time to time. In 2023, tech stocks have come out of their 2022 shellacking and have again been soaring. Questions swirl. Can the outperformance … Continue reading
Retirement Nest Egg: Having Enough & Making Sure It Lasts
The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Continue reading
Predictions of the US Dollar’s Demise & Potential Investment Implications
The United States dollar’s (USD) dominance is significant. More recently, BRICS nations have contemplated the creation of alternative currencies to challenge the USD’s hegemony. What is the risk to investors? Continue reading
Avoid Losing $17K Yearly From Bad Investment Decisions
Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly “Mind the Gap” study last month, showing investors have lost on average 1.7% yearly — that’s $17,000 on a $1,000,000 portfolio — over the last decade. Why so and how can we stop the madness?! Continue reading
Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise?
Here it comes again… F. E. A. R. This time manifest from headlines of the U.S. dollar’s demise as a reserve currency, spiraling inflation, low growth and an expressway to investment-return hell. Continue reading
