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Heather J. Spencer
Heather J. Spencer   February 10, 2026
The Sandwich Generation: Caring for Parents and Children
When you prepare for retirement, you generally plan for your own financial situation. You work hard to save for the lifestyle you wish to enjoy during the next phase of your life—a phase that you likely imagine to be free of financial obligation to anyone other than yourself.  Unfortunately, as many members of Gen X—and […]
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Scott Keller
Scott Keller   February 5, 2026
Cybersecurity in the Digital Landscape: Understanding and Safeguarding Against Cyber Threats
In the vast landscape of the digital world, where information is everywhere and everyone is connected, there are both opportunities and dangers. Just as we navigate the physical world with caution and care, we need to be equally careful when it comes to cybersecurity on our personal computers and mobile devices.  As technology continues to […]
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August Hemmerich
August Hemmerich   February 3, 2026
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 […]
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Truepoint
Truepoint   January 23, 2026
Truepoint Wealth Counsel Expands Shareholder Group with Four New Employee-Owners
Truepoint Wealth Counsel is pleased to name four new firm shareholders: Josh Bentz, Emily Coughlin, Katie Newman, and Tim Weinkam, expanding Truepoint’s shareholder group to 42 employee-owners. This year’s expansion marks a significant milestone in that commitment: the 20th year since the launch of Truepoint’s internal succession plan. “We’re pleased to welcome four more teammates to our shareholder group at the firm,” said CEO and shareholder Steve […]
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Sarah Tenhundfeld
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 […]
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Heather J. Spencer
Heather J. Spencer   February 10, 2026
The Sandwich Generation: Caring for Parents and Children
Read More
Scott Keller
Scott Keller   February 5, 2026
Cybersecurity in the Digital Landscape: Understanding and Safeguarding Against Cyber Threats
Read More
August Hemmerich
August Hemmerich   February 3, 2026
Teaching Young Kids About Money (and Having Fun Doing It)
Read More
Truepoint
Truepoint   January 30, 2026
A New Look for Commas
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Michelle Stevens
Michelle Stevens   January 27, 2026
Freezing Your Child’s Credit
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Truepoint
Truepoint   January 23, 2026
Truepoint Wealth Counsel Expands Shareholder Group with Four New Employee-Owners
Read More
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