TrueView Financial

09/02/2026

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

09/01/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

09/01/2026

🗓️ September 1st means we’re officially two-thirds of the way through the year.

Summer vacations are winding down, kids are heading back to school, and routines are returning. It’s a natural time to refocus.

Take another look at the goals you set for yourself this year. What’s on track? What needs more attention? And what can you accomplish over the next four months?

There’s still plenty of year left to stay intentional and finish incredibly strong.💪

08/31/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

08/31/2026

I ask new clients this question early on. “What would you do if you knew exactly where you stood?”

The answers are always interesting.

Some say they’d leave a job they’ve been tolerating for years. Some say they’d finally take the trip they’ve been putting off. Some say they’d give more. Some say they’d worry less.

Almost nobody says they’d buy a different investment.

The decisions that matter most in people’s lives - the career pivot, the early retirement, the second home, the family decision - aren’t usually held back by a lack of money.

They’re held back by uncertainty. By not knowing if the numbers actually work.

Clarity changes what’s possible. Not because the money changes - but because you finally trust what you have.

→ 𝗪𝗵𝗮𝘁’𝘀 𝗼𝗻𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝘆𝗼𝘂’𝘃𝗲 𝗯𝗲𝗲𝗻 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝗼𝗳𝗳 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘆𝗼𝘂’𝗿𝗲 𝗻𝗼𝘁 𝘀𝘂𝗿𝗲 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘀𝘁𝗮𝗻𝗱?

08/30/2026

The top sources of stress for working Americans are all money related. Working with a financial professional can help you stay calm and financially confident.

Money-related issues are the top sources of stress for US adults. Working with a financial professional can help

08/29/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

08/28/2026

Struggling to save money? These tips can help make it easier

Try these simple steps to transform from being a spender to a saver

08/27/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

08/27/2026

The latest inflation report offered some encouraging signs that price pressures are continuing to moderate.

The Consumer Price Index (CPI) rose 0.1% in July, following a 0.4% decline in June, according to the U.S. Bureau of Labor Statistics. Over the past 12 months, consumer prices increased 3.4%, down slightly from the 3.5% annual rate reported in June.

Core CPI, which excludes the more volatile food and energy categories, increased 0.2% for the month and 2.5% over the past year, also easing from June's 2.6% annual rate. The results were in line with Wall Street expectations.

Shelter costs increased just 0.1% in July, although they still accounted for roughly two-thirds of the overall monthly CPI increase. Food prices also rose 0.1%, while energy prices declined 1.5% for the month. Despite the monthly decline, energy costs remain 14.7% higher than a year ago, while food prices are up 3.0%.
Elsewhere, medical care costs increased 0.4%, airline fares rose 2.2%, new vehicle prices increased 0.1%, and used cars and trucks rose 0.4%.

While annual inflation remains above the Federal Reserve's 2% target, the July report suggests that some of the inflationary pressure seen earlier in the year may be easing. Markets responded positively to the report, while expectations for a Federal Reserve rate increase in September declined.

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Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2026/08/12/cpi-inflation-report-july-2026.html