January 03, 2019 in Articles & Newsletters | by Scott Wood

High Net-Worth Individuals: Misplanned Opportunities in Financial Planning

Definition of misplan (Merriam-Webster Dictionary) transitive verb: to plan (something) poorly or improperly a misplanned meeting… misspent and misplanned their way into a huge deficit.In working with self-employed executives, there are common problems we see when they come to True North Advisors.... Read More

December 27, 2018 in Articles & Newsletters | by Scott Wood

Donor Advised Funds: A Solution to Gifting with Tax Benefits

During a season of giving, it is evident that the framework for donating funds to charities or organizations has changed.Our clients have organizations that they are passionate about, and plan to make yearly gifts to them. The tax deduction they received in the past was a bonus. Many charities felt... Read More

November 26, 2018 in Articles & Newsletters | by Scott Wood

Investing 101: Our Portfolio Strategy

The Value of a Financial Advisor A good financial advisor can help guide you financially through major life events, but financial advice is only half the story of what they should provide. The other half is making sure you’re in the portfolio that is suited for your needs. Issues arise when a... Read More

November 08, 2018 in Articles & Newsletters | by Scott Wood

Prior to Divorce Post Nup Asset Protection Planning is Crucial to Your Financial Future

No one goes into a marriage expecting for their marriage to fail.  It can be one of the most draining experiences emotionally and financially. For those experiencing divorce, you are not alone as 50% of all first marriages in the U.S. end in divorce, according to the American Psychological Society.... Read More

June 19, 2018 in Articles & Newsletters | by Paula Davis

Financial Well Being: How to Get More from Your Credit Score

Credit scores are used in our country as a method to determine an individual’s creditworthiness. The three-digit credit score helps lenders decide whether to approve or not approve a loan or credit card. The number is part of a formula called credit utilization and is an indication to the lender of... Read More
   

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