TrustWell Insights

November 1, 2024

2025 Contribution Limits, With New SECURE Act Limits

By Tanner Doudna The IRS announced today the new, higher contribution limits for 2025. A great new rule for savers is being implemented back from late […]
October 1, 2024

Quarterly Market Review: October 2024

By Brett Freese What you focus on expands!  Both my boys are currently attending college and away from home.  However, while they lived at home there […]
September 1, 2024

Is Your Financial Plan Driving Your Investment Plan?

By Bradley Miller Do you have clarity on how your investment plan fits into you overall financial plan and life plan? Over the years of serving […]
August 1, 2024

Margin of Safety

By Chris Daunhauer I shudder when I think of the many thousands of miles I rode with my parents in old cars and trucks that were […]
July 1, 2024

Quarterly Market Review: July 2024

By Brett Freese Return on Life There is no denying that investment returns over a long period of time impacts one’s level of success in achieving […]
June 1, 2024

Health Sharing as an Alternative to Health Insurance

By Tanner Doudna              Health expenses are often one of our largest monthly bills. Between insurance premiums, doctor’s visits, etc., it’s […]
May 1, 2024

Take Advantage of the Tax Attributes of Your Investment Accounts

By Bradley Miller Our goal of caring for our clients and delivering value drives us to work hard to understand their financial dreams and what concerns […]
April 1, 2024

Quarterly Market Review: April 2024

By Brett Freese Investing requires a level of well-reasoned hope in light of more questions than answers.  This challenge has been true of every year and […]
March 12, 2024
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