TruPlan Financial Advisors

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TruPlan Financial Advisors We create TruPlans to help clients navigate financial complexities and invest in what matters most to them.

Your financial decisions today can help shape the life you want to live tomorrow.This National Financial Planning Month,...
10/16/2026

Your financial decisions today can help shape the life you want to live tomorrow.

This National Financial Planning Month, take a moment to consider whether your current plan reflects both your long-term goals and the life you want to enjoy along the way.

Market movements can make it tempting to change course, but market ups and downs don't necessarily mean your financial s...
10/14/2026

Market movements can make it tempting to change course, but market ups and downs don't necessarily mean your financial strategy should change, too.

Your investment approach should connect to your goals, time horizon, and overall financial plan, not simply what's happening in the market today. Sometimes staying on track means sticking to your plan!

New tax rules could change the way charitable contributions affect your tax return.If you take the standard deduction, y...
10/13/2026

New tax rules could change the way charitable contributions affect your tax return.

If you take the standard deduction, you might be able to deduct up to $1,000 for individuals or $2,000 for married couples filing jointly for qualifying cash contributions.

For those who itemize, charitable contributions must exceed 0.5% of adjusted gross income before you can deduct them. As you plan charitable gifts this year, it’s worth reviewing how these changes impact your overall financial and tax strategy.

If you’re a higher-income earner, changes to 401(k) rules may affect how you make catch-up contributions. Starting in 20...
10/12/2026

If you’re a higher-income earner, changes to 401(k) rules may affect how you make catch-up contributions.
Starting in 2026, certain employees earning more than $150,000 in wages may be required to make catch-up contributions as Roth contributions. The rule doesn’t change how much you can save, but it may change how those contributions are taxed.

Our latest blog takes a closer look at what’s changing, who the new rules apply to, and what to consider when reviewing your retirement savings strategy.
Read the full article: https://www.truplanadvisors.com/blog/how-do-new-401k-rules-affect-high-earners

10/05/2026

If you’re a higher-income earner, changes to 401(k) rules may affect how you make catch-up contributions.

Starting in 2026, certain employees earning more than $150,000 in wages may be required to make catch-up contributions as Roth contributions. While the rule doesn’t change how much you can save, it may change how those contributions are taxed.

Our latest blog takes a closer look at what’s changing, who the new rules apply to, and what to consider when reviewing your retirement savings strategy.

Read the full article: https://www.truplanadvisors.com/blog/how-do-new-401k-rules-affect-high-earners

09/28/2026

One common misconception about Medicare is that it will cover long-term care expenses. In reality, coverage for long-term care is often limited, which means it’s important to think ahead about how you would fund nursing home or assisted living facilities if needed. Planning early could give you more options and help prevent care costs unexpectedly disrupting the financial goals you’ve worked toward.

Read the full article here: https://www.cnbc.com/2026/09/02/long-term-care-medicare-medicaid-insurance.html

A little friendly competition goes a long way! Last week, our TruPlan team spent some time together for a fun afternoon ...
09/25/2026

A little friendly competition goes a long way! Last week, our TruPlan team spent some time together for a fun afternoon of racing, competition, and plenty of laughs!

We’re grateful for the opportunity to step away from the day-to-day and spend time together. It’s the people you see here who make our team what it is!

09/24/2026

Premium credit cards can come with valuable rewards and perks, but rising annual fees and changing benefits can make it hard to determine whether they’re still worth the cost. We recommend you regularly review the fees you’re paying and the benefits you actually use to determine whether the card fits your financial priorities.

Learn more: https://www.wsj.com/personal-finance/high-end-credit-cardholders-find-its-harder-to-get-their-moneys-worth-b10d3bc7?mod=personal-finance_lead_pos4

Today, we’re celebrating the women at TruPlan Financial Advisors who help make our firm everything that it is.From the w...
09/22/2026

Today, we’re celebrating the women at TruPlan Financial Advisors who help make our firm everything that it is.

From the work done behind the scenes to the relationships built with our clients, every role plays an important part in serving clients well. We’re grateful for the knowledge, dedication, and care that the women on our team bring to TruPlan each day.

Happy American Business Women’s Day!

Address

3300 Fernbrook Lane North, Suite 210
Plymouth, MN
55447

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+17635418400

Website

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