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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 makes a real difference in the lives of our clients.Contact Us
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
For many, retirement includes contributing their time and talents to an organization in need.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?