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True Wealth Design blog and news

New Medicare Cards Coming

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. Beginning in April 2018 and continuing for the next twelve months, … Continue reading

Social Security Service Slips & Lack of Advice

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. Getting … Continue reading

2018 Q1 Market Commentary

For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return with the S&P 500 down at -0.8%.  It was only a slight decline, but the decline reminds us that markets can and do … Continue reading

Changes to Medicare from 2018 Budget Deal that Affect You

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. Donut Hole Medicare’s prescription drug plans, called Part D plans, cover 42 … Continue reading