Truepoint Viewpoint

Kate Brownstein
Kate Brownstein   June 12, 2024
Depletion of P&G Preferred Stock: What You Need to Know
As of July 2024, a significant shift will take place in the Procter & Gamble Profit Sharing Trust (PST) that will impact how employees’ retirement savings are structured moving forward. This change marks the final instance where P&G employees will receive P&G preferred stock as part of their annual PST contribution.  Impact on Funding Composition  […]
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Truepoint   May 29, 2024
Reflections on Retirement: A Letter from Liz Niehaus
Liz Niehaus served Truepoint Wealth Counsel clients as a wealth advisor for 17 years and leaves behind an impressive and meaningful legacy as she prepares for her retirement at the end of June 2024. Recently relocated to Hilton Head Island, Liz shares a few reflections on her career, her time with Truepoint, and what she […]
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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   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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Michael J. Chasnoff
Michael J. Chasnoff   April 1, 2024
A Message from Founder Michael Chasnoff 
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Courtney M. Weber
Nate Johnson
Courtney M. Weber and Nate Johnson   March 27, 2024
Celebrating the Truepoint Client Experience
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Truepoint   February 1, 2024
Truepoint Wealth Counsel Continues to Expand Shareholder Group
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Truepoint   January 31, 2023
Truepoint Wealth Counsel Expands Shareholder Group to 32 Employee-Owners 
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Truepoint   July 15, 2022
Reflections on Retirement: A Letter from Lisa Reynolds
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Truepoint   January 25, 2022
Truepoint Wealth Counsel Expands Shareholder Group
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