Truepoint Viewpoint

Heather J. Spencer
Heather J. Spencer   May 13, 2024
The Sandwich Generation: Caring for Parents and Children
Updated May 2024  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 […]
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Guy M. Clanton
Guy M. Clanton   May 6, 2024
Caregiving is Hard 
The Truepoint Aging Task Force team collaborated with Cheryl Jeffers from TheKey to create this blog post on caregiving. TheKey is a national organization committed to helping older adults live well in their own homes as they age, improving the quality of life for their clients—and those who love them.  Providing transportation to medical appointments, […]
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Guy M. Clanton
Guy M. Clanton   April 18, 2024
Planning for the Future: Assessing Your Changing Needs As You Age
As we age and our needs evolve, it’s key that those circumstances within our control evolve, too. It may be that the living arrangements, routines, and even hobbies that worked for us in earlier years no longer make sense as we age.   At Truepoint, we understand the importance of staying ahead of these changes. We’ve […]
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Truepoint
Truepoint   April 17, 2024
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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Blake Price
John S. Evans
Blake Price and John S. Evans   April 8, 2024
A Summary of the Frank Duke Method
In this fifth and final installment in our series on the Duke Method, we offer a brief summary of the approach and its considerations as we have presented over the past year. Keep in mind that the Duke Method is a very complex strategy which requires extra scrutiny before employing.   What is the Frank Duke Method?  Simply put, […]
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David J. Bross
Nichole Williams
David J. Bross and Nichole Williams   April 8, 2024
Tax and Estate Considerations of the Duke Method
In this installment of our series on the Duke Method, we look at two major components of your personal finances—taxes and estate planning. Keep in mind that these issues can be fairly technical and individualized, so we encourage you to consult with a financial professional who is well versed in both the Duke Method, as […]
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Heather J. Spencer
Heather J. Spencer   May 13, 2024
The Sandwich Generation: Caring for Parents and Children
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David J. Bross
David J. Bross   March 2, 2023
Transitioning From Youngster to Young Adult: 18-Year Olds Have Estate Planning Needs, Too!
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Kate Brownstein
Kate Brownstein   June 14, 2022
Entering the Real World: Budgeting Tips for Young Adults
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Thomas Bentley
Alexandra H. Ollinger
Thomas Bentley and Alexandra H. Ollinger   February 2, 2022
How to Preserve Family Wealth: Better Conversations and Flexible Estate Plans
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David J. Bross
Alexandra H. Ollinger
David J. Bross and Alexandra H. Ollinger   September 23, 2021
How to Plan an Effective Family Meeting
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Alexandra H. Ollinger
David J. Bross
Alexandra H. Ollinger and David J. Bross   August 29, 2021
Multi-Generational Financial Education: Aligning Inheritances to Family Values
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