Insights

CARES Act – What You Need to Know

CARES Act – What You Need to Know

(9 min read) The COVID-19 pandemic has radically transformed life in the U.S. National guidance around social distancing, coupled with shelter-in-place orders in many states, has slowed many industries to a grinding halt. School closings, quarantines, and care for...

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How Does the SECURE Act Impact Your Retirement?

How Does the SECURE Act Impact Your Retirement?

(2 min read) You may have heard that last month President Trump signed into law the SECURE Act, which aimed to increase access to retirement savings.  Among other provisions, here are a few highlights from the law*. Contact our office today to learn what these and...

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Financial New Year’s Resolutions

Financial New Year’s Resolutions

As you prepare for 2020, here are our top 10 financial resolutions for your New Year’s list: Slash debt – Cut back on debt, especially high interest credit cards.  Save more – Save smartly with automatic retirement contributions and monthly savings. Spend less – Find...

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Disability Insurance – How Much Do I Need?

Disability Insurance – How Much Do I Need?

Disability is one of the most neglected areas of financial planning. By preparing for this all-too-likely possibility, you are not only protecting your family and your finances, but you are also staying in control and creating your own future.

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Is Social Security Going Broke?

Is Social Security Going Broke?

With increased uncertainty around Social Security, take control of your retirement. Ensure your savings adequately meet your retirement needs, regardless of the future of Social Security.

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RMDs Explained – The Definitive Guide

RMDs Explained – The Definitive Guide

Retirement accounts, such as IRAs and 401(k)’s, are great savings vehicles. They allow you to save on a tax-deferred or tax-free basis, leaving more of your money to experience compound growth. Unfortunately, we can’t hold retirement accounts indefinitely. It all...

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Tax-gain Harvesting – Save on Future Taxes

Tax-gain Harvesting – Save on Future Taxes

2017 has been a great year for the stock market. Despite uncertainty around tax reform, verbal skirmishes with North Korea, and an aging bull market, the market continues its quiet and steady march forward. The S&P 500 Index was up each of the first three...

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Supercharge Your Giving – Donating Complex Assets

Supercharge Your Giving – Donating Complex Assets

Updated 11/15/19 What do you think of when you hear “charitable gift”? Perhaps a postage-paid donation envelope, a change jar at a humane society, or a  country club raffle fundraiser. What do these all have in common? They are all gifts in cash. While donating cash...

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Truuwater Financial

Truuwater Financial  |  12340 El Camino Real  |  Suite 310  |  San Diego, CA 92130  |  833-777-TRUU

Investment advisor offered through Stratos Wealth Partners, Ltd, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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