Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
MYTRUEWEALTH.NET
Building Your Legacy
How many credit cards do you have?
MYTRUEWEALTH.NET
Spotting Credit Trouble
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
MYTRUEWEALTH.NET
Year-End Charitable Gifting and You
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
MYTRUEWEALTH.NET
Personal Finance Tips for Military Families
This still needs to be peer reviewed, but if it turns out to be confirmed, this is really not good at all.
WASHINGTONPOST.COM
Massive genetic study shows coronavirus mutating and potentially evolving amid rapid U.S. spread
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
MYTRUEWEALTH.NET
Changing Unhealthy Behaviors
My next #woodworking project: making a southwest inspired home for Tandor the desert tortoise!
My kids have been asking me to make a #birdhouse lately. Maybe I should kick it up a notch? https://buff.ly/3cYGXBo
My wife loves #TraderJoes. I have a feeling that these will be showing up in my home soon. https://buff.ly/3izSFUf
I don't know why I haven't tried to grow garlic yet. https://buff.ly/34qDmbt
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
MYTRUEWEALTH.NET
A Taxing Story: Capital Gains and Losses
I want to do this for Lili! https://buff.ly/3cY8ItO
Pandemic boredom taking a hold (mold?)... NPR: Scientists Are Fascinated By An 8-Year-Old, Moldy Twinkie.
@NPR
NPR.ORG
A Disturbing Twinkie That Has, So Far, Defied Science
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
MYTRUEWEALTH.NET
Investments
Interrupting your Social Media doom scroll with a picnic with my daughter... #truewealth
Concerned about identity theft? Some things to leave at home. #IdentityTheft
MYTRUEWEALTH.NET
Please Leave Home Without It
When it comes to investing, you may be your own worst enemy.
MYTRUEWEALTH.NET
Don’t Be Your Own Worst Enemy
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
MYTRUEWEALTH.NET
Emerging Market Opportunities
My 100 yr. old grandmother casting her #vote in this historic election!
I didn't think we would see rates this low again. Refinancing isn't a terrible idea. https://buff.ly/3jg3drM
How much is enough for your emergency fund?
MYTRUEWEALTH.NET
Your Emergency Fund: How Much Is Enough?
What do you make of this? https://buff.ly/35gyKF0
In case you missed it, my #Dodgers are headed back to the #WorldSeries. 3/4 years. I have made it to at least one game in the last 2 trips. The last time I went to a World Series game I caught this video of THE LONGEST GAME EVER! 18 innings. 2 games for the price of 10! lol
Tech Halo Is Fading as Traders Pull Most ETF Cash in 17 Months | True Wealth's #CIO Chris Zaccarelli, CFA shares his insight.
#financeandeconomy #bloomberg #truewealth @independentaa
BLOOMBERG.COM
Tech Halo Is Fading as Traders Pull Most ETF Cash in 17 Months
Ben Franklin used compound interest to make big contributions to his two favorite cities.
MYTRUEWEALTH.NET
The Power of Compound Interest
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
MYTRUEWEALTH.NET
The Economic Journey of Your Morning Coffee
Wall Street has a lot of cliches. How many do you know?
#WallStreet
MYTRUEWEALTH.NET
16 Wall Street Cliches in 60 Seconds
If you are in CA, double check to make sure your mail in ballet was counted! https://buff.ly/2QG3EQB
How to check if your mail-in ballot has been received and counted
MASHABLE.COM
How to check if your mail-in ballot has been received and counted
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
MYTRUEWEALTH.NET
What Our Kids Can Teach us About Saving Money
Spotted yesterday in Santa Barbara. A #Mandalorian and a #BabyYoda. These two are wanted for crimes against the Empire. If spotted, please report them to your local Empire Warlord. #truewealth
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
MYTRUEWEALTH.NET
Social Security: The Elephant in the Room
Some simple, inexpensive energy-saving tips that may help you save money.
MYTRUEWEALTH.NET
A Penny Saved is Two Pennies Earned
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MYTRUEWEALTH.NET
What Is a 1035 Exchange?
Every year since 1947, the U.S. President pens an economics textbook.
MYTRUEWEALTH.NET
Required Reading: The Economic Report of the President
This is what happens to kids in SoCal when it rains. They have no idea what to do when it happens. #truewealth #californiaproblems
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
MYTRUEWEALTH.NET
Monthly Market Insights | November 2020
Consider a bucket plan to go with your bucket list. #RetirementSavings
MYTRUEWEALTH.NET
A Bucket Plan to Go with Your Bucket List
Three important questions to consider before you start taking #SocialSecurity.
MYTRUEWEALTH.NET
Three Key Questions to Answer Before Taking Social Security
Do you know how missing the best and worst market days might affect your #portfolio?
MYTRUEWEALTH.NET
It Was the Best of Times, It Was the Worst of Times
When was the last time you paid yourself first?
MYTRUEWEALTH.NET
Pay Yourself First
How will your investments weather the ups and downs of the business cycle?
MYTRUEWEALTH.NET
The Business Cycle
When it comes to investing, you may be your own worst enemy.
MYTRUEWEALTH.NET
Don’t Be Your Own Worst Enemy
The market is as unpredictable as the weather. We’re here to help you prepare.
MYTRUEWEALTH.NET
Forecast
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
MYTRUEWEALTH.NET
Password Protection Strategies
Take the time to think about these three things when shopping for your next vehicle.
MYTRUEWEALTH.NET
Consider These 3 Things Before Driving Off the Lot
There are billions in unclaimed dollars in the US. Is some of that yours?
MYTRUEWEALTH.NET
Surprise! You’ve Got Money!
The sooner you begin investing, the longer your money can work for you.
MYTRUEWEALTH.NET
The Cost of Procrastination
The Sweden #COVID experiment. At least in Sweden it was an actual planned attempt. Whatever is happening in the US is not planned.
The Wall Street Journal: Long a Holdout From Covid-19 Restrictions, Sweden Ends Its Pandemic Experiment.
@bopanc
WSJ.COM
Long a Holdout From Covid-19 Restrictions, Sweden Ends Its Pandemic Experiment
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
MYTRUEWEALTH.NET
Monthly Market Insights | December 2020
Whether you realize it or not, you’ve allocated your assets.
MYTRUEWEALTH.NET
A Decision Not Made Is Still a Decision
Attention Clients (and anyone else): Important update coming from Gov. Newsome today. Tune in to his press conference today at noon for updates.
Some simple, inexpensive energy-saving tips that may help you save money.
MYTRUEWEALTH.NET
A Penny Saved is Two Pennies Earned
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
MYTRUEWEALTH.NET
Money Draining Food Myths
Do your kids have the right stuff for college? #CollegePrep
MYTRUEWEALTH.NET
Countdown to College
You've allocated your assets; you just may not realize it yet. #AssetAllocation
MYTRUEWEALTH.NET
Asset Allocation
I have been telling people that this pandemic will act as an accelerant. This is showing how things have accelerated in online retail.
HOWMUCH.NET
Charting 20 Years of Retail Sales and E-Commerce in the U.S. Retail Industry
Lifestyle inflation can be the enemy of wealth building.
MYTRUEWEALTH.NET
Keeping Up with the Joneses
Some simple, inexpensive energy-saving tips that may help you save money.
MYTRUEWEALTH.NET
A Penny Saved is Two Pennies Earned
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
MYTRUEWEALTH.NET
Money Draining Food Myths
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
MYTRUEWEALTH.NET
The Financial Literacy Crisis
Now that my family Secret Santa exchange is done, I can finally post this. I'm new to woodworking, and this was a real challenge. If woodworking is about learning how to fix your mistakes, I leaned a TON doing this project!
Three tips for giving smart from the heart.
MYTRUEWEALTH.NET
Charitable Giving: Smart from the Heart
Do your kids have the right stuff for college? #CollegePrep
MYTRUEWEALTH.NET
Countdown to College
You've allocated your assets; you just may not realize it yet. #AssetAllocation
MYTRUEWEALTH.NET
Asset Allocation
I have been telling people that this pandemic will act as an accelerant. This is showing how things have accelerated in online retail.
HOWMUCH.NET
Charting 20 Years of Retail Sales and E-Commerce in the U.S. Retail Industry
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
MYTRUEWEALTH.NET
What Our Kids Can Teach us About Saving Money
I'll just post this here and let you all decide. Is this awesome or somewhat frightening?
Do You Love Me? https://youtu.be/fn3KWM1kuAw
YOUTUBE.COM
Do You Love Me?
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
MYTRUEWEALTH.NET
Coaches
$100 not spent is more like $143. Intrigued? #taxes #saving
MYTRUEWEALTH.NET
Stop Wasting Money
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
MYTRUEWEALTH.NET
The Financial Literacy Crisis
Now that my family Secret Santa exchange is done, I can finally post this. I'm new to woodworking, and this was a real challenge. If woodworking is about learning how to fix your mistakes, I leaned a TON doing this project!
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
MYTRUEWEALTH.NET
Year-End Charitable Gifting and You
College, kids and costs.
MYTRUEWEALTH.NET
Getting a Head Start on College Savings
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
MYTRUEWEALTH.NET
What Our Kids Can Teach us About Saving Money
I'll just post this here and let you all decide. Is this awesome or somewhat frightening?
Do You Love Me? https://youtu.be/fn3KWM1kuAw
YOUTUBE.COM
Do You Love Me?
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
MYTRUEWEALTH.NET
Coaches
$100 not spent is more like $143. Intrigued? #taxes #saving
MYTRUEWEALTH.NET
Stop Wasting Money
Does it make more sense to push back #retirement, or not to retire at all?
MYTRUEWEALTH.NET
Should You Ever Retire?
Could you find acres of diamonds in your own backyard? Watch this video.
MYTRUEWEALTH.NET
Acres of Diamonds
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MYTRUEWEALTH.NET
Monthly Market Insights | January 2021
Tax time can be a good time to give your household budget a checkup.
MYTRUEWEALTH.NET
Budget Check Up: Tax Time Is the Right Time
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
MYTRUEWEALTH.NET
Year-End Charitable Gifting and You
College, kids and costs.
MYTRUEWEALTH.NET
Getting a Head Start on College Savings
How prepared are you for retirement?
MYTRUEWEALTH.NET
The Pre-Retirement Checklist
Ben Franklin used compound interest to make big contributions to his two favorite cities.
MYTRUEWEALTH.NET
The Power of Compound Interest
Does it make more sense to push back #retirement, or not to retire at all?
MYTRUEWEALTH.NET
Should You Ever Retire?
Could you find acres of diamonds in your own backyard? Watch this video.
MYTRUEWEALTH.NET
Acres of Diamonds
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MYTRUEWEALTH.NET
Monthly Market Insights | January 2021
Tax time can be a good time to give your household budget a checkup.
MYTRUEWEALTH.NET
Budget Check Up: Tax Time Is the Right Time
"The birthday kitty did not contract the disease"
Please stay home, people.
NYPOST.COM
15 people catch COVID-19 after reportedly attending cat’s birthday party
The market is as unpredictable as the weather. We’re here to help you prepare.
MYTRUEWEALTH.NET
Forecast
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
MYTRUEWEALTH.NET
When Markets React
Childhood attitudes and habits can determine your child's health in his or her adult years.
MYTRUEWEALTH.NET
Raising Healthy Children
How prepared are you for retirement?
MYTRUEWEALTH.NET
The Pre-Retirement Checklist
Ben Franklin used compound interest to make big contributions to his two favorite cities.
MYTRUEWEALTH.NET
The Power of Compound Interest
Every year since 1947, the U.S. President pens an economics textbook.
MYTRUEWEALTH.NET
Required Reading: The Economic Report of the President
I love that these two (#cousins) have each other to experience #kindergarten together, even though they are in different schools. This has been hard for all, and our little ones are missing some major developmental growth by not being with their peers. These moments = #truewealth
Are you ready for school—again?
MYTRUEWEALTH.NET
Estimating the Cost of College
"The birthday kitty did not contract the disease"
Please stay home, people.
NYPOST.COM
15 people catch COVID-19 after reportedly attending cat’s birthday party
The market is as unpredictable as the weather. We’re here to help you prepare.
MYTRUEWEALTH.NET
Forecast
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
MYTRUEWEALTH.NET
When Markets React
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MYTRUEWEALTH.NET
Monthly Market Insights | February 2021
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
MYTRUEWEALTH.NET
Coaches
In the world of finance, the effects of the "confidence gap" can be especially apparent.
MYTRUEWEALTH.NET
Bridging the Confidence Gap
Kareem, Bruce Lee, and I all agree: 'Cobra Kai' is actually good.
HOLLYWOODREPORTER.COM
www.hollywoodreporter.com
There are billions in unclaimed dollars in the US. Is some of that yours?
MYTRUEWEALTH.NET
Surprise! You’ve Got Money!
Every year since 1947, the U.S. President pens an economics textbook.
MYTRUEWEALTH.NET
Required Reading: The Economic Report of the President
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
MYTRUEWEALTH.NET
The Economic Journey of Your Morning Coffee
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
MYTRUEWEALTH.NET
Weekly Market Insights: Markets Go Back to Basics
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MYTRUEWEALTH.NET
Once Upon a Goal
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MYTRUEWEALTH.NET
Monthly Market Insights | February 2021
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
MYTRUEWEALTH.NET
Coaches
In the world of finance, the effects of the "confidence gap" can be especially apparent.
MYTRUEWEALTH.NET
Bridging the Confidence Gap
With increasing wealth comes unique financial challenges.
MYTRUEWEALTH.NET
Investment Challenges of the Affluent Investor
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
MYTRUEWEALTH.NET
Rightsizing for Retirement
I finally get to post these. It's my first ever Charcuterie Board & first every Epoxy Resin pour! Super fun and really proud of how they came out. B-day gift for my wife and b-day gift for stepmom! #truewealth
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
MYTRUEWEALTH.NET
Avoiding Cognitive Decline
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
MYTRUEWEALTH.NET
The Economic Journey of Your Morning Coffee
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
MYTRUEWEALTH.NET
Weekly Market Insights: Markets Go Back to Basics
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
MYTRUEWEALTH.NET
Weekly Market Insights: Rising Inflation Concerns
When it comes to investing, you may be your own worst enemy.
MYTRUEWEALTH.NET
Don’t Be Your Own Worst Enemy
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
MYTRUEWEALTH.NET
Countering Counterfeit Currency
This guy is super excited about the #Perseverance landing today! He even brought out his @astro_ellen books! #NASA #JPL #truewealth
With increasing wealth comes unique financial challenges.
MYTRUEWEALTH.NET
Investment Challenges of the Affluent Investor
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
MYTRUEWEALTH.NET
Rightsizing for Retirement
Do you know how missing the best and worst market days might affect your #portfolio?
MYTRUEWEALTH.NET
It Was the Best of Times, It Was the Worst of Times
Some simple, inexpensive energy-saving tips that may help you save money.
MYTRUEWEALTH.NET
A Penny Saved is Two Pennies Earned
Ever heard of a Roth 401(k)? Would one be right for you?
MYTRUEWEALTH.NET
What Is a Roth 401(k)?
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
MYTRUEWEALTH.NET
Weekly Market Insights: Rising Inflation Concerns
When it comes to investing, you may be your own worst enemy.
MYTRUEWEALTH.NET
Don’t Be Your Own Worst Enemy
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
MYTRUEWEALTH.NET
Countering Counterfeit Currency
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MYTRUEWEALTH.NET
Monthly Market Insights | March 2021
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
MYTRUEWEALTH.NET
How the Federal Reserve Works
Surprises crop up every day, and they’re a great reason to work with us.
MYTRUEWEALTH.NET
Surprises
Do you know how missing the best and worst market days might affect your #portfolio?
MYTRUEWEALTH.NET
It Was the Best of Times, It Was the Worst of Times
Some simple, inexpensive energy-saving tips that may help you save money.
MYTRUEWEALTH.NET
A Penny Saved is Two Pennies Earned
Ever heard of a Roth 401(k)? Would one be right for you?
MYTRUEWEALTH.NET
What Is a Roth 401(k)?
When was the last time you checked your credit score? #CreditScore
MYTRUEWEALTH.NET
How Does Your Credit Score Compare?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
MYTRUEWEALTH.NET
To Buy or Not to Buy
This year we’re celebrating International Women’s Day on March 8. In 1920, women fought for the right to vote. In 1974, single and divorced women were finally able to secure a credit card without needing a male...
MYTRUEWEALTH.NET
International Women’s Day
Being healthy may help your personal finances.
MYTRUEWEALTH.NET
Putting a Price Tag On Your Health
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MYTRUEWEALTH.NET
Monthly Market Insights | March 2021
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
MYTRUEWEALTH.NET
How the Federal Reserve Works
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MYTRUEWEALTH.NET
Life and Death of a Twenty Dollar Bill
Had a good weekend finishing off these charcuterie boards. Which one is your favorite? #truewealth https://buff.ly/3tthqY5
Three steps may make a difference if you find yourself suddenly single.
MYTRUEWEALTH.NET
Suddenly Single: 3 Steps to Take Now
When was the last time you checked your credit score? #CreditScore
MYTRUEWEALTH.NET
How Does Your Credit Score Compare?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
MYTRUEWEALTH.NET
To Buy or Not to Buy
This year we’re celebrating International Women’s Day on March 8. In 1920, women fought for the right to vote. In 1974, single and divorced women were finally able to secure a credit card without needing a male...
MYTRUEWEALTH.NET
International Women’s Day
You’re the conductor of your 401k, IRA and taxable savings.
MYTRUEWEALTH.NET
Orchestrating Your Retirement Accounts
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
MYTRUEWEALTH.NET
Weighing the Benefits of Prepaid Debit Cards
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MYTRUEWEALTH.NET
Life and Death of a Twenty Dollar Bill
Had a good weekend finishing off these charcuterie boards. Which one is your favorite? #truewealth https://buff.ly/3tthqY5
Three steps may make a difference if you find yourself suddenly single.
MYTRUEWEALTH.NET
Suddenly Single: 3 Steps to Take Now
When was the last time you checked your credit score? #CreditScore
MYTRUEWEALTH.NET
How Does Your Credit Score Compare?
