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
Letters to True Wealth Design clients regarding their 2017 tax return preparation have been mailed. If you have not yet scheduled your tax appointment and would like to do so, please call us at (330) 777-0688. 1099 Mailings … Continue reading
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. I believe because of … Continue reading
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
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. In the past I’ve talked about how many of these commonly held beliefs or referenced … Continue reading
