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
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.