In our April newsletter, Brett dives deep into a rocky Q1. We hope you enjoy the read! trustwellfa.com/quarterly-mark…

In our May newsletter, Tanner reviewed the different IRA and Roth contribution options you have based on your income level. trustwellfa.com/investing-stra…

Another great Kingdom Advisors session this morning led by one of our favorites, Michael Kitces!

Our resident storyteller, Chris, is back with this month's newsletter about minimizing end of life regrets. We hope you enjoy it! trustwellfa.com/trustwell-insi…

We always enjoy hearing from Randy Alcorn and got the opportunity this morning at our Kingdom Advisors meeting! He shared many verses about our heart approach to situations and having a long-term approach to everything, specifically rewards that will last forever.

We hope you enjoy Brett's recap of a mostly positive quarter in the financial markets! trustwellfa.com/quarterly-mark…

We enjoyed hearing from Jeff Thomas and Cale Dowell this morning as we discussed the top 5 pain points of high net worth investors! The #1 pain point they've found is related to giving the next generation a leg up.

We believe an important part of diversification is investing outside of the U.S. We hope you enjoy Bradley's overview of recent trends and outlook on why international investing is important! trustwellfa.com/investing-stra…

We got to hear from Jim Wise in our Kingdom Advisors study group this morning. He's always great at teaching, including painting a great visual for us to comprehend. He talked about how God's grace was on Ezra and is currently on Kingdom Advisors and it's growth!

In our September newsletter, Tanner shares some ideas for how you can help reach your financial goals using some of the provisions from the OBBBA (One Big Beautiful Bill Act). trustwellfa.com/tax-strategies…

Dr. Shane Enete was the speaker during this month's Kingdom Advisor's study group. He pointed out many great paradoxes from the Bible and in turn emphasized the importance of abiding in God. God has a unique plan for everyone!

In our October newsletter, Brett looks back on a very positive quarter in the financial markets. Every category on our "scorecard" increased in value! trustwellfa.com/quarterly-mark…

We heard from Tim Macready this morning at our Kingdom Advisors group. He challenged us to consider what we are investing in and how we incorporate our theology into what we do. TrustWell is proud to be able to offer Biblically Responsible Investing as an option for our clients!

The IRS announced today new, higher contribution limits for 2026! You can read our post about it in the link below. For those turning 60, 61, 62, or 63 in 2026: Your 2026 401k/403b limit is $35,750! trustwellfa.com/financial-news…

In our December newsletter, Chris guides you through some great ways to better secure your online logins! trustwellfa.com/personal-famil…

This morning's Kingdom Advisors study group was led by Jeff Thomas. We got a chance to hear inspiring stories of successful business owners transferring ownership to charity! One of our favorite ways to serve our clients is to help them be more generous!

Wishing you and your loved ones a Merry Christmas!

We hope you enjoy our January newsletter! Brett recaps a great 2025, previews 2026 and gives some precious wisdom as you aim to establish healthy habits. trustwellfa.com/quarterly-mark…

In our Kingdom Advisors meeting we were encouraged to create a "Well Done Statement" for ourselves, but also consider walking our clients through making one. The goal is to be intentional about goal setting and track how you're doing to accomplish the blessing of "Well done!"

In this month's newsletter, Bradley dives into some additional benefits of Roth conversions. We hope you enjoy it! trustwellfa.com/tax-strategies…