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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.

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Helpful Content

Investments

Investments

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

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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