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True Wealth Design
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Investment advisory, financial planning, & tax planning firm for individuals and businesses.
Investment advisory, financial planning, & tax planning firm for individuals and businesses.

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A message from Kevin Kroskey:

"Given the Hurricane Irma experience and as the owner of the firm, I thought it appropriate to write a brief note to inform you of True Wealth Design’s contingency plan in the event of my death or permanent disability."

Learn more on our website:
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Keep up to date with our Bath Journal articles here on our website:
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Happy Mother's Day!
#mothersday
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Kevin Kroskey, CFP and Retirement Planning Expert at True Wealth Design in Akron, Ohio, explains that Retirement Investment Bonds should NOT equal your age. So what is a better approach? Kevin outlines it in his latest blog:
#FinancialAdvisorAkron #CertifiedFinancialPlannerAkron #CFPakron
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Watch our latest video to see how the market has done, how True Wealth Design has done in selecting investments for client portfolios, and what to expect going forward.
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In Kevin Kroskey's experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, he has found most rules of thumb apply only by chance. Read his latest blog about planning for retirement by documenting your current lifestyle.
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Increasing evidence shows cognitive decline is natural, inevitable, and not slowed by education or solving crossword puzzles. Like the rest of our bodies, our brains lose their ability to quickly and accurately respond over time. How can we plan for this?
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Letters to True Wealth Design clients regarding their 2016 tax return preparation have been sent. We will also be posting a report to your client vault this week, specify any potentially tax-deductible fees. Due to a reporting limitation, the report may be blank rather than not provided. If the report is blank, there are no deductible fees for the 2016 tax year.

Read more here:
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The video highlights recent market performance with related comments to True Wealth Design investment portfolio construction and current positioning. At the close of the video we also provide a few updates on our company. Video conducted by Kevin Kroskey, CFP - President & Sr. Wealth Advisor.
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Dimensional Fund Advisors has announced a reduction in expense caps and investment management fees for several funds in 2017.

The majority of these funds are long-term holdings used within True Wealth Design client portfolios and were already low cost compared to other funds in similar categories. Clients will benefit even more from these lower fees. Learn more on our website:
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