TrustWell Insights

January 6, 2023

Highlights from the SECURE Act 2.0

By Tanner Doudna At the very end of 2022, the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law. Overall, I […]
January 2, 2023

TrustWell’s Quarterly Market Review: Q4 2022

By Brett Freese 2022 was a very challenging year, but many great changes and opportunities are here and are coming.  Over the last few decades for […]
December 1, 2022

What Christians believe about money and wealth (the basics)

By Chris Daunhauer I’ve been re-reading some of my old favorites lately.  And discovering connections between authors and books that I’ve not seen before.  I’ve been […]
November 1, 2022

Shopping for Medicare Plans

By Tanner Doudna One of the deciding factors for many considering retirement is the available health insurance options. We often see people considering working until age […]
October 1, 2022

TrustWell’s Quarterly Market Review: Q3 2022

By Brett Freese What to do when a wise diversified portfolio plan that has worked for decades does not feel or look to be working now?  […]
September 1, 2022

Changing Employers? Some Financial Planning Thoughts to Consider

By Bradley Miller Over the past couple of years, we have seen substantial job turnover ever since COVID changed the entire job landscape globally. More employees […]
August 1, 2022

Introducing Our Newest Team Member: Bradley Miller, CFP®

We are pleased to announce our latest addition to the TrustWell team: Bradley Miller, CFP®.  Bradley has joined TrustWell after spending 10+ years in the financial […]
July 1, 2022

TrustWell’s Quarterly Market Review: Q2 2022

By Brett Freese Market Highlights: Worst first half of a year for investors since 1970.  1970???  I was born in August of that year. Therefore, I […]
June 1, 2022

How to Save Money on Your Taxes with Tax Bunching

By Tanner Doudna In 2017, the standard deduction was significantly increased in an effort to simplify taxes. With the standard deduction being as high as it […]
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