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Michelle Stevens
Michelle Stevens   August 11, 2023
Will Social Security Run Out of Money? And What Else Do I Need to Know About Social Security Benefits?
August 14 marks the 88th anniversary of the signing of the Social Security Act, and in recognition of the event, we wanted to review some of the most common questions we receive about the program. Almost every American worker participates in Social Security via payroll tax deductions, and 97 percent of older Americans (aged 60 […]
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Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 4, 2023
Weighing Your Choices: The 2023 P&G LTIP and STAR Award Election
Our P&G team offers analysis on the LTIP and STAR Awards.
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David J. Bross
David J. Bross   June 26, 2023
How SECURE Act 2.0 Could Affect Your Estate Plan
The SECURE Act updated many rules governing how Americans save money for retirement, but it also altered some aspects of estate planning, too. Perhaps most notably, using IRAs as a vehicle to pass wealth onto beneficiaries became less attractive. Before the SECURE Act, beneficiaries who inherited an IRA had the rest of their lives to […]
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Katrina Hartsel
Katrina Hartsel   June 20, 2023
Working Hard for Our Clients and For Our Employees
It is no small feat to once again be recognized as a Top Workplace at the Cincinnati Enquirer’s annual Top Workplaces Awards; and as such, Truepoint is honored to be ranked third in the small division category among this year’s 86 finalists as published earlier this month. These awards are determined exclusively by confidential employee […]
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Guy M. Clanton
Guy M. Clanton   March 23, 2023
Financial Planning for Older Adults
As we age, it’s easy to feel that there are many things we can no longer control—especially when it comes to our finances. When it comes to financial planning for older adults, it may seem that our financial trajectory is already set in stone. That is neither encouraging nor exciting, but, more importantly, it may […]
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Scott Keller
Scott Keller   March 13, 2023
Navigating the Banking Crisis: What You Need to Know
This past weekend, U.S. regulators took control of Signature Bank (SBNY), coming on the heels of a similar takeover of Silicon Valley Bank (SVB) late last week. In response, President Biden addressed the actions taken by stating: “Thanks to the quick action of my administration over the past few days, Americans can have confidence that […]
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Christopher M. Meyer
Christopher M. Meyer   August 21, 2023
IV: Recognizing the Challenges Confronting Investment Committees
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Michelle Stevens
Michelle Stevens   August 11, 2023
Will Social Security Run Out of Money? And What Else Do I Need to Know About Social Security Benefits?
Read More
Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 4, 2023
Weighing Your Choices: The 2023 P&G LTIP and STAR Award Election
Read More
Christopher M. Meyer
Christopher M. Meyer   July 14, 2023
III: Effective Investment Processes
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David J. Bross
David J. Bross   June 26, 2023
How SECURE Act 2.0 Could Affect Your Estate Plan
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Christopher M. Meyer
Christopher M. Meyer   June 22, 2023
II: Assembling an Investment Committee
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