Dad, husband, Steeler fan, Certified Financial Planner, and owner of True Wealth Design. true (tru) - adjective, real; genuine; authentic.
wealth (welth) - noun, the quality of profuse abundance. de·sign (di-zin') - verb, to have as a goal or purpose; intend.
03/14/2025
Investing Considerations & The Advisor Premium -
Investing Considerations & The Advisor Premium Please see below for timely personal finance issues aimed to educate and sometimes entertain with a focus on improving your life through smarter retirement, investment, tax, and business planning courtesy of True Wealth Design.
08/24/2024
https://www.linkedin.com/feed/update/urn:li:activity:7233075007847907328
True Wealth Design on LinkedIn: Know any savvy CPAs in northeast Ohio seeking an improved opportunity and… Know any savvy CPAs in northeast Ohio seeking an improved opportunity and better quality of life outside the traditional public accounting workplace? If you…
Many people have faced early retirement due to layoffs and it's a challenging position to be in. Make sure you have a plan in place so you know your options if that happens.
More here: https://buff.ly/3RHP1Lc
02/14/2023
There's a much bigger gap between our expectations for working and the reality of how long we actually stay employed as we approach retirement. Do you have a plan in place that happens to you?
Learn more in our latest podcast: https://buff.ly/3RHP1Lc
Every pre-retiree needs to have a plan in case they don't work as long as they expect to because the numbers show us that it happens often.
Learn more: https://buff.ly/3RHP1Lc
02/09/2023
Unemployment numbers are near historic lows, but for some white-collar professionals, that does not tell the whole story. Many are rightfully concerned their job is at risk, potentially harming a retirement plan that would otherwise be on track.
Listen as Tyler Emrick, CFA®, CFP®, talks through what industries are getting hit the hardest and what you can do now to help protect your retirement in the face of job insecurity.
🎙️ Find the show here: https://buff.ly/3RHP1Lc
Now is a good time to consider taking advantage of the flexibility that we build into every client's retirement plan. Here's what we mean.
Learn more: https://buff.ly/3YbKz9F
01/31/2023
Practically everyone felt the poor returns last year. Even the 'safe' investments were hit hard. So what now?
Listen to our latest podcast to learn more about how retirees are responding to a poor 2022: https://buff.ly/3YbKz9F
One things we're doing with clients now is taking a look at their portfolios and determing what adjustments need to be made.
Check out this clip from our latest podcast where Tyler explains.
01/26/2023
2022 was a tough year for stock and bond market returns. How are retirees adapting to the falling market? What decisions are they making now to set themselves up for success in the future?
Listen as Tyler Emrick, CFP, CFA, shares his clients' stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape.
You can find the new episode here: https://buff.ly/3YbKz9F