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 vault. The vault is a secure environment where you can view … Continue reading
Blog
Retirement Rules Gone Awry: Plan to Be in a Lower Tax Bracket in Retirement (Part 1)
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
Hurricane Irma & Our Continuity Plan
Just a few weeks ago, we mailed a letter to all True Wealth Design clients that included a personal update that my family and I would be in southwest Florida in late August. With Hurricane Irma, I received several emails … Continue reading
The Equifax Data Breach And What You Need To Know
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
Medicare Plan Reviews for the Open Enrollment Season
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