True Life Wealth Management

03/07/2024

07/24/2023

We talk to a lot of older people who say they wish they could go back and make a different decision about when to start their Social Security benefits. Unfortunately, once you start benefits, you only have 12 months to change your mind. After that, your Social Security benefits stay the same (with t...

07/21/2023

Maybe you want to leave your loved ones a significant financial inheritance. Perhaps you'd like to give them property. Maybe there are specific heirlooms you wish to pass along. No matter what you have in mind, the greatest gift you can give your family when you die is a plan of action. A plan that protects them from difficult and sometimes even painful decisions. A plan that allows them to focus on healing. Are you prepared to do that? Make sure by checking out our free guide!

A Free Legacy Planning Guide

07/17/2023

Did you know you can work and collect Social Security benefits at the same time? Some of our clients tell us they want to keep working well into their late 60s and 70s. But they're worried it will affect their Social Security benefits. It's a valid concern — especially if you haven't hit full reti...

07/14/2023

The question is uncomfortable but necessary to ask: What will happen to your stuff when you die? Do you know? While no one wants to think about death, the reality is your legacy depends on it. An estate plan that includes a will and/or trust can help you specify where you want your assets to go, how you want important situations handled and ways you will continue providing for your loved ones even after you're gone. Read our complimentary brochure to learn more

Your Guide to Estate Planning

07/10/2023

You're eligible to start Social Security benefits at age 62 — but should you? You may be surprised to know that the answer is "yes" for some people, while others might want to wait until age 70. But how do you know when the right time is to start your benefits? Get our latest report and find out w...

07/07/2023

Maybe you want to leave your loved ones a significant financial inheritance. Perhaps you'd like to give them property. Maybe there are specific heirlooms you wish to pass along. No matter what you have in mind, the greatest gift you can give your family when you die is a plan of action. A plan that protects them from difficult and sometimes even painful decisions. A plan that allows them to focus on healing. Are you prepared to do that? Make sure by checking out our free guide!

Get Your Estate Planning Guide

07/03/2023

A whopping 97% of Americans rely on Social Security as a primary source of income in retirement. Yet most of them don't know the basics about how Social Security works or what their options are. In our latest report, we break down 7 crucial things you need to know about Social Security — before st...

06/26/2023

Shocking costs may bleed your nest egg dry… fast!

06/23/2023

The money lies you believe are costing you. Here's how.