Blog and Podcast

New Client Vault Released October 2017

We are excited to announce a significant improvement to our client service experience. We have made a substantial investment to upgrade several of our technology systems, including our client vault. The vault is a secure environment where you can view … Continue reading

Hurricane Irma & Our Continuity Plan

Just a few weeks ago, we mailed a letter to all True Wealth Design clients that included a personal update that my family and I would be in southwest Florida in late August. With Hurricane Irma, I received several emails … Continue reading

The Equifax Data Breach And What You Need To Know

You likely have read that hackers broke into the Equifax database (one of the three major credit bureaus) and stole personal information tied to 143 million people – more than half of the U.S.’s adult population.  The hackers accessed people’s … Continue reading

Medicare Plan Reviews for the Open Enrollment Season

Appointments will be available again this year to our Medicare-eligible clients. We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not … Continue reading

Retirement Rules Gone Awry: Spend 4% Yearly

  Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by … Continue reading