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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
How Income Taxes Work
A quick look at how federal income taxes work.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirement choices can be intimidating. Picking the right strategy.
Key questions to answer when you are considering retirement.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Have you explored all your options when it comes to managing your taxable income?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.