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May 15, 2018
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 weeks for the last forty years?”
May 4, 2018
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.
April 13, 2018
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.
April 7, 2018
People often try to explain why the market is doing what it is doing. Pundits have pointed to chaos in the White House, possibility of a trade wars, fears of higher interest rates, or to the simple fact that U.S. stocks have appreciated in value and are priced much higher than their historical averages.
March 14, 2018
The Bipartisan Budget Act of 2018 included several changes to how Medicare is administered and paid for. These changes will affect most Medicare beneficiaries and especially high-income beneficiaries.
February 9, 2018
Two four-letter words have recently been coming to my mind: math
and fear. One is lacking and the other is overbearing.
February 6, 2018
Tax preparation letters have been sent. See here for details
regarding the Form 1099 tax reporting schedule.
January 15, 2018
At the beginning of 2017, a common view among money managers and
analysts was that the financial markets would not repeat their
strong returns from 2016. Yet global stock markets defied their
December 23, 2017
Any tax reform creates winners and losers. Most taxpayers will be
winners, and we will help ensure our clients win as much as
possible. Your action may be required before year-end 2017. you do
December 15, 2017
Cryptocurrencies were the domain of digital enthusiasts. It is
moving beyond this niche appeal as the sharp rise in the market
value of bitcoins over the past weeks and months have contributed
to intense media attention.
October 16, 2017
Sadly, most people don’t thoughtfully consider their taxes when
planning for retirement. Taxes are complex, but proper planning may
reliably add tens or even hundreds of thousands of dollars to your
family’s net worth over time.
September 27, 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
September 14, 2017
Because of complexity and a catch 22 I’ll describe, most default to
another retirement rule gone awry – that you’ll be in a lower tax
bracket once you retire.
September 11, 2017
Given the Hurricane Irma experience, I thought it appropriate to inform you of True Wealth Design’s continuity plan...
September 11, 2017
You likely have read that hackers broke into the Equifax database
and stole personal information tied to 143 million people...
September 5, 2017
Appointments will be available again this year to our
Medicare-eligible clients at True Wealth Design
August 16, 2017
Uncertainty around what your health care costs will be in
retirement is a troubling concern for even the healthiest of
August 3, 2017
The most commonly held belief about how and when to file for Social
Security basically boils down to a ‘get it while you can’ strategy.
This tends to be short-sighted and suboptimal.
July 21, 2017
The video highlights recent market performance and what to expect
going forward.
July 11, 2017
Retirement rules don’t just apply to your finances; they also apply
to your expectations about your lifestyle. If you’re like most
people, then you probably envision your golden years as being
stress free and all about travel and leisure. Research, however,
suggests otherwise...
May 16, 2017
This rule of thumb emanated from research done in the mid 1990s and
is one I have the least issues when looked at in isolation.
However, application in today’s market environment and in light of
a retiree’s actual spending makes the rule of limited value.
April 14, 2017
I am all for simple and effective. However, this rule is overly simplistic and generally not effective.
April 13, 2017
The video highlights recent market performance and what to expect
going forward.
March 16, 2017
Retirement planning literature has several commonly referenced
rules of thumb. In my experience , I have found most rules of thumb
apply only by chance.
February 14, 2017
Cognitive impairment throughout retirement and into old age is not
a misfortune that strikes some but leaves others unscathed.
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