TrueNorth42 Wealth

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Even if your portfolio looks good on paper, it can still feel off when the market gets shaky. Knowing how much risk you’...
07/18/2026

Even if your portfolio looks good on paper, it can still feel off when the market gets shaky.

Knowing how much risk you’re comfortable with can make it easier to talk about whether your investment strategy reflects your goals and expectations.

Take the quiz to see how you approach investment risk:
https://ow.ly/va7e50Zn68q

Required minimum distributions can look simple on paper. Then the questions start. Which accounts require one? Can withd...
07/17/2026

Required minimum distributions can look simple on paper.

Then the questions start. Which accounts require one? Can withdrawals be combined? What happens if you’re still working or inherited the account?

Get the basics before those decisions land on your calendar:
https://ow.ly/IEUq50Zn65g

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and ...
07/15/2026

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and taxes to plan for.

For many women, that planning window may stretch even further, especially if they outlive a spouse and later have to manage retirement income and financial decisions on their own.

Longevity, retirement income, and taxes all belong in the same conversation.

See what may need more attention over a longer retirement: https://ow.ly/U9hw50Zn5Yq

College planning is one of those things that can sit quietly in the background. Until it can’t. If tuition, housing, and...
07/11/2026

College planning is one of those things that can sit quietly in the background.

Until it can’t.

If tuition, housing, and family contributions are starting to feel more real, our College Readiness Quiz can help you see where your plan may need another look.
https://ow.ly/LaC250ZkR86

You’ve built your wealth over time. Deciding how and when to pass it on can be more complicated than it looks. A lifetim...
07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage.
https://ow.ly/t4Wu50ZkR52

A life insurance policy can stay the same for years. Your life usually doesn’t. A home, a family, a growing income, or a...
07/08/2026

A life insurance policy can stay the same for years.

Your life usually doesn’t.

A home, a family, a growing income, or a business can all change what your coverage needs to protect.

If your life looks different than it did when you first bought a policy, it may be worth thinking through whether that coverage still fits.
https://ow.ly/Kra050ZkQVJ

A Roth IRA and a traditional IRA can both help with retirement savings. But they don't work the same way. Taxes, income,...
07/04/2026

A Roth IRA and a traditional IRA can both help with retirement savings.

But they don't work the same way.

Taxes, income, eligibility, and timing can all affect which option may fit your plan.

Use our calculator to compare your IRA contribution options before making the choice.

https://ow.ly/cP7q50ZiJ5V

Wishing you a safe and joyful Independence Day as we celebrate 250 years of our great nation!
07/04/2026

Wishing you a safe and joyful Independence Day as we celebrate 250 years of our great nation!

A retirement plan can look fine on paper. Then real life starts testing it. Healthcare costs run higher than expected. T...
07/03/2026

A retirement plan can look fine on paper.

Then real life starts testing it.

Healthcare costs run higher than expected. Taxes change the math. Income decisions become more complicated than they looked from a distance.

Knowing the common trouble spots can help you ask better questions before retirement gets closer.
https://ow.ly/F5yq50ZiHtZ

The retirement mistakes that matter most aren’t always the obvious ones. They’re often the assumptions that quietly make...
07/01/2026

The retirement mistakes that matter most aren’t always the obvious ones.

They’re often the assumptions that quietly make their way into the plan.

Expenses will drop. Healthcare will be manageable. Social Security will cover enough. Family support will fit neatly into the budget.

Don’t wait until retirement to find out which assumptions need a second look.

https://ow.ly/HkYX50ZiGJt

Address

45 Research Drive, Suite 100
Ann Arbor, MI
48103

Telephone

+17342193737

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