by Thomas Kosner | Mar 20, 2024 | Financial Planning
The Tru West Financial Onboarding Experience Let’s face it, choosing a wealth advisor isn’t fun. Unless you’re one of those beautiful minds who finds joy in untangling the web of financial instruments and tax codes, you’d probably prefer... 
by Thomas Kosner | Mar 19, 2024 | News
We’re thrilled to announce that Tru West Financial has been named one of the Best and Brightest Companies to Work For by The National Association for Business Resources. accomplishment that speaks volumes about our culture and commitment at Tru West... 
by Thomas Kosner | Mar 13, 2024 | Podcast
Capture the Upside Podcast About this episode: In this episode, we delve into the essentials of financial spring cleaning. We begin by discussing the easy-to-overlook costs of unused subscriptions, illustrating how small expenses can accumulate into significant... 
by Thomas Kosner | Feb 1, 2024 | Charitable Giving
Giving back to causes you care about can be incredibly rewarding and can also be a valuable part of your tax planning strategy. If you’re feeling inspired to make a charitable donation, here are 7 tips to help you establish a thoughtful charitable giving... 
by Thomas Kosner | Jun 22, 2023 | Podcast
Capture the Upside Podcast About this episode: In this episode, we discuss the essentials of financial spring cleaning. They begin by discussing the easy-to-overlook costs of unused subscriptions, illustrating how small expenses can accumulate into significant... 
