Planning

April 2, 2020

Breaking Down the CARES Act

We will be posting updates on all stimulus packages on True Wealth & Company’s LinkedIn Page.  To get notifications when we post updates, click on the link for the stimulus package you are interested in and choose to “Follow” the page.   Coronavirus Stimulus – Families Coronavirus Stimulus – Businesses   As you know, the coronavirus pandemic has created both a health crisis and an economic crisis. As of this writing, there are over 160,000 known cases.1 By the time you read this, there will certainly be more – and that number does not reflect those who have been infected but […]
March 19, 2020

React… by not Reacting

We know when there is global panic, it can’t help but to spill over into our families. We know a lot of people are concerned. While we haven’t had a ton of panicked client calls, (we are proactively dialing out as fast as we can), and our clients tell us repeatedly, “you have trained us well”, we have had a few folks who are nervous about current events. And those few prompted this outreach. It’s natural to fear the unknown. We are all human. And when “they” yell long enough, and loud enough, that the sky is falling, we all […]
February 27, 2020

Plan for a lifetime of experiences… Aesop on Finance – Part Three

Being Prepared for Retirement When I ask people what their number one financial goal is, many of them say things like “Pay off my house; buy a better car; go on vacation; pay off my credit card debt. Those are all really good goals to have, but there’s one I think that’s just as important as all the rest: preparing for retirement. Now, just about everyone would agree that preparing for retirement is important. But thinking something and actually doing it are two completely different things. It can be hard to prepare for retirement because when you retire, you’re not […]