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301 McCullough Drive
4th Floor
Charlotte, NC 28262

Trueway Financial LLC

(704) 909-2780

 
Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft

Trueway Financial LLC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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