Broker Check

301 McCullough Drive
4th Floor
Charlotte, NC 28262

Trueway Financial LLC

(704) 909-2780

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

 

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

View all articles arrow

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

View all calculators arrow

Investments

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Rightsizing for Retirement

What does your home really cost?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos arrow