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Financial Planning Made Easy
Welcome to TrueWealth Financial Partners. We are a local team of fee-based financial planners located in Bellevue, WA. We run a practice rooted in trust, transparency, and doing the right thing no matter what. Our team does this by committing to a “Client Bill of Rights" and a disciplined planning and investment selection process that strives to make a real difference in the lives of our clients.Contact Us
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
However exciting retiring abroad may sound, it deserves considerable planning.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This checklist can give you a quick snapshot of how prepared you are.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn about what risk tolerance really means in this helpful and insightful video.
Here’s a crash course on saving for college.
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.