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True Wealth Design blog and news

Should You Buy Bitcoin?

Reconsidering Bitcoin I wrote the article below in December 2017. With wild price swings, peak-to-trough losses of -70%+ in bitcoin (and more in other digital currencies), major bankruptcies, and seeming frauds in the crypto space, I thought a look back … Continue reading

Plans To Prosper Partners With True Wealth

Plans To Prosper (P2P), located in Wexford, PA, has partnered with True Wealth Design, effective December 30, 2022. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive and well-integrated financial planning, investment management, and … Continue reading

Secure Act 2.0: Congress Makes More Changes to Retirement Accounts

There are many other provisions within the newly passed SECURE 2.0 Act that could have a significant impact on your retirement planning. RMD changes, more Roth options, and retirement plan contribution increases are good; limitations on IRS-defined “high earners” not so great… Continue reading

We Are a 2022 Weatherhead 100 Winner!

True Wealth Design is proud and honored to be selected by the Case Western Reserve University School of Management as a 2022 Weatherhead 100 winner. Established in 1988, The Weatherhead 100 is the premier celebration of Northeast Ohio’s spirit of entrepreneurship … Continue reading