TrueView Financial

10/17/2026

A strategy that can help your retirement go a long way.

10/16/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

10/15/2026

People make sure to have insurance to protect their homes, cars, and other physical assets in case of an emergency. But do you have protection for your future income? What would happen if you got sick or injured and had to stop working? This is where

Help protect your income with disability insurance if illness or injury keeps you from working.

10/15/2026

Graham's observation holds up decades later. Getting satisfactory results is mostly about avoiding big mistakes: stay invested, keep costs low, don't react to headlines. Getting superior results takes more. Tax strategy, equity compensation, RMD timing, and how your accounts work together all compound quietly in the background, either for you or against you.

In my experience, the gap between satisfactory and superior rarely comes from picking better funds. It comes from coordination.

Where does your plan sit? mytrueviews.com

10/14/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

10/13/2026

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can address financial concerns that many Americans have.

Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

10/13/2026

U.S. stocks delivered mixed results in the third quarter of 2026, with the S&P 500 gaining approximately 2.0% and the Nasdaq Composite rising about 2.5%, while the Dow Jones Industrial Average declined roughly 2.7%. Technology and AI-related stocks continued to provide support for the broader market, helping the S&P 500 and Nasdaq post their second consecutive quarterly gains.

Despite the positive performance in two of the three major indexes, investors navigated a challenging backdrop that included higher Treasury yields, rising oil prices, inflation concerns, and geopolitical uncertainty. Overall, Q3 produced more modest and uneven returns than the previous quarter as markets headed into the final three months of 2026.
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Sources:
https://www.reuters.com/commentary/reuters-open-interest/global-markets-q3-roi-column-pix-graphics-2026-10-01/
https://www.wsj.com/finance/stocks/a-tech-fueled-stock-market-powers-through-but-limps-into-the-fourth-quarter-47eac700

10/12/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

10/12/2026

It’s a phrase I use a lot. Worth defining clearly.

Financial coordination isn’t a product. It’s not an account type. It’s not a service you can buy off a shelf.

It’s a way of managing your complete financial life so that every piece is aware of every other piece.

In practice it looks like this:

Your cash flow strategy is connected to your investment contributions - so you’re never over- or under-funding a priority.

Your investment strategy is connected to your tax strategy - so you’re not creating unnecessary exposure with each decision.

Your protection coverage is connected to your income and liability picture - so it actually matches your current life, not the life you had when you first signed the policy.

Your retirement plan is connected to your estate plan - so assets move the way you intend them to when the time comes.

None of those connections happen automatically. They require someone looking at the full picture on a consistent basis.

That’s coordination. And it’s what most financial relationships are missing.

→ 𝗢𝗳 𝘁𝗵𝗼𝘀𝗲 𝗳𝗼𝘂𝗿 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀, 𝘄𝗵𝗶𝗰𝗵 𝗼𝗻𝗲 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗶𝘀 𝘄𝗲𝗮𝗸𝗲𝘀𝘁 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗽𝗹𝗮𝗻?

10/11/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.