True Alpha Wealth Management

06/16/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

06/09/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

06/05/2026

Check out this video from our advisor Invest with Tess - Tessa Steinemann on estate planning tips! One thing we always emphasize is making sure beneficiaries are properly designated to help avoid unnecessary probate costs.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/02/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

05/27/2026

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolio. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore. In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

International markets are gaining momentum. Kara Murphy explains why leadership rotates, valuations look compelling, and global investing matters now.

05/26/2026

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.

05/26/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

05/20/2026

Are you a business owner and filed for a corporate tax extension? If so, you could be in the perfect position to startup a retroactive Cash Balance or Profit-Sharing Plan for 2025.

This is a unique opportunity to capitalize on additional tax savings for the 2025 tax year while simultaneously building up your retirement savings. It's a win-win situation that can significantly enhance your personal balance sheet and financial outlook.

If you would like to learn more about Cash Balance and Profit-Sharing Plans, call our office at 419-830-7045 or DM us to discuss!

05/19/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”