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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David J. Bross
Nichole Williams
David J. Bross and Nichole Williams   April 8, 2024
Tax and Estate Considerations of the Duke Method
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Nate Johnson
Lauren M. Niestradt
Nate Johnson and Lauren M. Niestradt   April 8, 2024
Is the Duke Method Right for Your P&G Retirement Assets?
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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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Janel E. Carroll
Janel E. Carroll   June 2, 2021
Lessons Learned in the Fight Against Blood Cancer
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Janel E. Carroll
Janel E. Carroll   March 31, 2021
Serving Others in the Fight Against Cancer
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Will B. Lundstrom
Will B. Lundstrom   January 28, 2021
Stepping Up to Stamp Out Hunger
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