Truepoint Viewpoint

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 […]

Scott Keller March 13, 2023

Navigating the Banking Crisis: What You Need to Know

This past weekend, U.S. regulators took control of Signature Bank (SBNY), coming on the heels of a similar takeover of Silicon Valley Bank (SVB) late last week. In response, President Biden addressed the actions taken by stating: “Thanks to the quick action of my administration over the past few days, Americans can have confidence that […]

Guy M. Clanton March 9, 2023

Offered A Voluntary Separation Package? Ask These Three Questions

A voluntary separation package is a financial offer given to an employee who voluntarily resigns from their job. It’s often given as an alternative to layoffs or as a way for the employer to downsize their workforce. These packages usually come with compelling incentives beyond just a financial payout. If you’re reviewing a separation package […]

Katie Newman February 15, 2023

How to Prep for Tax Season

It’s officially tax season! To help you get a jump on the April 18 filing deadline, our tax team at Truepoint compiled this list of the most beneficial steps you can take to prep for tax season. Here are five actions you can take right now to maximize your organization while minimizing your stress: 1. […]

Lauren M. Niestradt January 13, 2023

Year in Review 2022: Volatility Dominates the Markets

“As you are likely aware, after having broken numerous bull market records, markets are now set to break several records—this time, in the opposite direction. The S&P 500 Index, which hit an all-time record high a little more than one week ago, has plummeted approximately 14% at a historically rapid pace. Indeed, sell-offs like this […]

Truepoint December 6, 2022

Key Financial Data for 2023

Each year, the Truepoint team compiles the key financial data for the year ahead. This comprehensive guide is intended to be a go-to piece for various facets of retirement, tax, and estate planning. Some of the key data points include: 2023 tax rate schedule and brackets Standard and special tax deductions Gift and estate tax […]