Truepoint Viewpoint

Truepoint January 5, 2026

Key Financial Data for 2026

As we move into the new year, the Truepoint team has compiled the key financial data for 2026. This comprehensive guide is intended to be a go-to piece for various facets of retirement, tax, and estate planning. Some of the key data points include: Click here to download the full PDF version of the 2026 Key […]

August Hemmerich December 2, 2025

Teaching Young Kids About Money (and Having Fun Doing It)

If you think financial education has to wait until your kids are older, think again! When it comes to teaching kids about money, even preschoolers can start learning through simple, everyday moments. And honestly? It can be fun. Everyday Moments as Money Lessons My four-year-old daughter, Ruth, loves shopping at the Dollar Tree. We help […]

Sarah Tenhundfeld November 17, 2025

Your Essential Year-End Financial Planning Checklist

As we head into the final months of the year, it’s a great time to pause, review, and make sure you’re taking advantage of opportunities that can help you save on taxes, grow your retirement savings, and give more strategically. Here are some key moves to consider before year-end: 1. Max Out Retirement Contributions If […]

Scott M. Barbee October 6, 2025

Why 70% of Estate Plans Fail (and What Families Can Do Differently)

Last week, we had the privilege of hosting a compelling discussion between Mark Weber, author of A Spectrum of Legacies, and Truepoint advisor Scott Barbee, moderated by Michelle Hopkins of Greater Cincinnati Foundation and WCPO television. The conversation centered around a fundamental question: When 70% of estate plans fail, how can families ensure their wealth […]

David J. Bross September 30, 2025

A Guide to Key Estate Planning Terms

For many, estate planning is a delicate topic. Understandably, few people care to think extensively about their own death or the passing of relatives and loved ones. Unfamiliar and sometimes sophisticated terms, processes and laws can further complicate this already delicate—and often murky—process. However, having a holistic, comprehensive plan is key to establishing a legacy […]

Katrina Hartsel August 20, 2025

35 Years of the Truepoint Way

What is the Truepoint Way? Around our office, you’ll hear people refer to “the Truepoint Way” to describe how we operate—it’s the spirit behind everything we do on our team. It’s who we are and how we do things around here—not just in big, strategic ways, but in everyday moments, like emptying a dishwasher or […]