Truepoint Viewpoint

John S. Evans and Courtney M. Weber October 18, 2022

How to Evaluate a Separation Package from P&G

When it comes to evaluating a separation package or early retirement offer from P&G, there are many factors to consider, and collaborating with a knowledgeable financial advisor can help you make this important decision. It is even more critical to fully understand your options because the P&G compensation and retirement plans include embedded and powerful […]

Kate Brownstein and Ted Parchman August 16, 2022

Weighing Your Choices: The P&G LTIP and STAR Award Election [Updated for 2022]

Our P&G team offers analysis on the LTIP and STAR Awards.

Truepoint August 3, 2022

The Gift of Gratitude

This series takes an innovative, modern, and tailored approach to financial planning and is designed to help you craft a unique strategy that focuses not only on wealth but also on discovering a deep and sustaining sense of fulfillment. Drawing on principles from Maslow’s hierarchy of needs, we will cover issues like finding a purpose, […]

Truepoint August 3, 2022

Roth IRAs: What You Need to Know about Conversions and “Backdoor” Contributions [Updated for 2022]

Income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, but there is a planning strategy known as a "backdoor" contribution.

Truepoint July 18, 2022

In Search of Purpose

This series takes an innovative, modern, and tailored approach to financial planning and is designed to help you craft a unique strategy that focuses not only on wealth but also on discovering a deep and sustaining sense of fulfillment. Drawing on principles from Maslow’s hierarchy of needs, we will cover issues like finding a purpose, […]

Truepoint June 16, 2022

Joy in the Journey

This series takes an innovative, modern, and tailored approach to financial planning and is designed to help you craft a unique strategy that focuses not only on wealth but also on discovering a deep and sustaining sense of fulfillment. Drawing on principles from Maslow’s hierarchy of needs, we will cover issues like finding a purpose, […]