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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 […]

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, […]

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 […]

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 […]

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, […]

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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Sydnie Schell
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Josh Kommer March 27, 2023

Are Private Investments Right For You?

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