As the weather warms and summer vacations begin, many people naturally think about buying a vacation home. In some cases, such thoughts may be little more than pleasant daydreams after a relaxing trip. In others, however, a second home is a reachable and viable goal. But, as with any matter involving
We’re numbers people here at Truepoint. At any given moment, someone is reaching for a calculator, whipping up the next Excel spreadsheet, or tapping away on a 10-key. When a calculator or spreadsheet won’t do, we move on to our sophisticated software programs that help us project probabilities of lifetime
Our profession is often misunderstood. When a new acquaintance inevitably asks: “What do you do?” I say that I’m a CPA and a financial planner with an independent, fee-only wealth management firm – I help families with their financial decision-making. “Wealth management, huh?” This typical response is followed by comments about
Perhaps the word “STIMULUS” has never garnered more attention nor been used more frequently than in these recent difficult months. It’s the topic on the talk show circuit, at the office water coolers, and throughout homes and communities nationwide. This talk of stimulus took further shape on February 17, 2009,
As financial advisors, we routinely find ourselves inundated with news and information: while financial pundits endlessly opine on our office television, our e-mail inboxes are deluged with daily news blasts and industry publications dominate our mail. While at times overwhelming, we challenge ourselves to remain current on topics that directly
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.