by Thomas Kosner | Jan 27, 2025 | Financial Planning, Tax Planning
The Tax Control Triangle categorizes investments into three tax treatments— tax-deferred, tax-exempt, and taxable—providing a strategic framework for diversifying your portfolio in alignment with your financial goals and tax circumstances. Tax-deferred investments... 
by Thomas Kosner | Dec 18, 2024 | Financial Planning
As we move into 2025, the financial landscape presents unique challenges and opportunities for affluent investors. Tru West Financial is committed to providing clarity and actionable strategies tailored to your financial planning goals. Here’s what to watch and how... 
by Arian Pratt | Nov 18, 2024 | Financial Planning, Guidance for Widows
You and your spouse have done everything right financially. Except you didn’t consider the impact when one of you dies first. Preparing for the financial aftermath of a spouse’s death is crucial. Even with diligent retirement planning, the financial... 
by Arian Pratt | Oct 15, 2024 | Financial Planning, Guidance for Widows
Losing a spouse is an emotionally devastating event that abruptly brings an array of financial and administrative tasks. In the fog of grief, there is no easy guidebook for what can seem like trivial details and yet can have significant, long-term impacts. It is... 
by Thomas Kosner | Sep 26, 2024 | Financial Planning, Tax Planning
Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it’s a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of... 
by Thomas Kosner | Jul 8, 2024 | Charitable Giving, Financial Planning
At Tru West Financial, we understand the importance of integrating philanthropy with financial planning. One powerful tool for achieving this balance is the Charitable Remainder Trust (CRT). A CRT furthers your philanthropic goals and offers significant economic... 
