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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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here's a breakdown of how the federal government spends your tax money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Calculating your potential Social Security benefit is a three-step process.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator shows how inflation over the years has impacted purchasing power.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.