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True Wealth Design blog and news

Update Your Estate Plan As Life Changes

Estate planning can be complicated and easy to put off.  Even when done, many often think things are done forever. Yet, things change. Here are some items to consider in light of life’s changes. People Change You name an executor … Continue reading

Stock Markets & Presidential Impeachments

As the impeachment process gets underway in the House of Representatives, President Trump has tweeted that the U.S. stock market will experience a severe decline if the process continues. Is he right? While no working crystal ball exists, let’s look … Continue reading

How Safe Is Your Safe Deposit Box?

When people want to protect important papers or valuables like rare coins, stamps or precious jewelry, they understand that it’s generally not wise to keep them laying around the house.  Much better—so goes the conventional wisdom—to put those items in … Continue reading

Medicare Reviews During Open Enrollment

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