True North Advisors

07/29/2026

Building wealth that lasts beyond your lifetime takes more than luck.
The right structures, investments, and family habits can help support a longer-term legacy.
🏛️ Create a clear plan: Trusts and other estate-planning tools can guide how assets are managed, transferred, and used.
🏠 Build varied income sources: Rental property, dividend-paying stocks, and bonds may provide income while spreading risk.
📚 Teach the next generation: Share your financial approach with heirs so they are better prepared to manage what they receive.
> Explore more ways retirees can use passive income and planning to build generational wealth: https://bit.ly/4x6bjcY

07/15/2026

Turning 59 isn’t just another birthday. It can be one of the last opportunities to meaningfully boost retirement savings before the focus shifts from accumulating money to using it wisely.

1. Know where you stand - Benchmarks can help, but your real target depends on spending, health care, Social Security, and lifestyle goals.
2. Use catch-up options - Higher contribution limits can help late-career savers make the most of peak earning years, especially before retirement begins.
3. Plan for withdrawals - Staying invested, building a cash buffer, and timing Social Security can all affect how long savings last.

See what financial advisors say to review in the years just before retirement:

Age 59 can be a key turning point, when the focus shifts from building savings to planning withdrawals. See how your retirement nest egg compares to others this age.

06/18/2026

True North out on the Town Q2 2026 - This week the True North team visited Flow Zone RVA where we spent some time creating and designing our dream beach scenes. Using paint, resin, and a little bit of help from our instructors, it was a fun way to get creative, connect as a team, and make something unique to take home. 🌊☀️🎨

05/29/2026

Do you have leftover 529 funds? You might get money back penalty-free under these circumstances > Scholarship recipient, Military academy attendance, or Rolling 529 funds into a Roth IRA (up to $35K)...See all the ways to avoid the 10% hit: https://bit.ly/3S0BGhT

05/21/2026

True North In The Community - Q2 2026
For our 2nd quarter event, the True North Team was delighted to have the opportunity to bring lunch to, and visit again with the now 4th Grade class at Anna Julia Cooper School. Before sharing lots of laughs (and chicken nuggets) with the 4th grade class and playing on the playground, the True North team spent some time walking around the school grounds to pick up trash around the premises. We had a great time catching up with the 4th grade students, their passions, and helping out around the campus. If you would like to learn more about Anna Julia Cooper School and their mission, use this link: https://ajcschool.org/ - Anna Julia Cooper School is an independent, faith-based school, providing full-tuition scholarships to K-8th grade students of limited economic resources from Richmond’s East End. Their mission is to love, educate, and uplift their students and graduates with the tools necessary to help develop self-confidence, strength of character, academic skills, and sense of hope needed to open the door to a promising future.

05/12/2026

Retiring in the next 5 years? What you do now can make a real difference:

> Review your HSA: If you’re eligible, an HSA can help you save for future healthcare costs with tax advantages.
> Test your budget: Try living on your expected retirement income to see what works and where you may need to adjust.
> Think through timing: Delaying retirement, even by a few years, could give you more time to save and may increase Social Security benefits.

Check out this link to discover 10 moves to consider before your last day on the job:

It makes a lot of sense to start assembling a list of things to do before your last day at your job.

04/22/2026

To the best 3 a team could have. Happy Admin day. We could not do this without you! Enjoy the spa/lunch. We’ll try to hold the fort down for a few hours.