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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
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
It's important to understand how inflation is reported and how it can affect investments.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Military families face unique challenges, making personal finance even more critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A four-step framework for building a personal legacy.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?