Truepoint Viewpoint

Guy M. Clanton and David J. Bross October 20, 2023

Navigating an Aging Parent’s Finances: Using the Family Meeting Model for Long-Term Care Decisions

A family meeting is one of the most effective ways to negotiate the important issues that families face. Over many decades, we’ve assisted generations of families with these meetings and have found that even one session can make a tremendous difference in clarifying objectives, responsibilities, and opportunities. Although you might associate family meetings exclusively with […]

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 […]

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.

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 […]

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 […]

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 […]