TruNorth Blog

News & Articles

June 12, 2016

Financial aid for college is anything but expected. But what you can expect is having to determine your Expected Family Contribution (EFC) when applying for financial aid. Ifyour college age son or daughterwantsto apply for a student loan, federal grant or any type of...

May 22, 2016

$288,400! That's what the HealthView Services' 2016 Retirement Health Care Costs Data Report shows the average healthy 65-year-old couple retiring this year is projected to spend in today's dollars on lifetime Medicare Parts B, D and supplemental insurance (Plan F) pre...

May 1, 2016

I love the Discover Card commercials where they feature the client talking on the phone with a customer service representative.  The theme of the commercials is that Discover Card treats you like you’d treat you.  They are great commercials and a great theme for all cu...

April 24, 2016

“China Market Drop Leads to Worries of Further Turmoil”.  Wall Street Journal – January 4, 2016


“Dow, S&P Off to the Worst Starts Ever for Any Year”.  Wall Street Journal – January 7, 2016


“Nikkei Posts Largest Weekly Percentage Drop Since Financial Crisis”.  Wall Stre...

April 3, 2016


Let’s be totally honest. If a financial advisor, broker or other so-called investment professional advises you to purchase a variable annuity in your IRA, you should in nearly every case fire that advisor or walk out of the room.


Why? You don’t wear a belt AND suspend...

March 20, 2016

College savings strategies are a reality in my household. My youngest is a sophomore in high school and my oldest is already in college. He is a freshman at the University of Illinois. If you read last week's Blog, that should not surprise you because the brainwashing...

March 13, 2016

Friends and family closest to me know that my passion for the Fighting Illini is borderline unhealthy, that I think Mr. T should have won an Oscar for his role as James “Clubber” Lang in Rocky III, and “retirement” may well have been a phenomenon of the 20th Century.  


February 21, 2016


Common Red Flags Telling You It May Be Time To Change Advisers


We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be financially successful.  Here are some red flags that suggest it's time for a...

February 14, 2016

When determining how much money you are going to have in the future, your savings rate is far more important than your rate of return. 


However, many investors are more likely to obsess over squeaking out a bit more performance out of their investments or twe...

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