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Author: tru independence

‘I fear that between the two of us, that’s not enough.’ We want to quit working in 10 years, but only have about $175K saved. Do we need professional help?

‘I fear that between the two of us, that’s not enough.’ We want to quit working in 10 years, but only have about $175K saved. Do we need professional help?

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Question: I’m 54 years old and have an IRA account with $27,000 in it, but it’s been decreasing over the years even though I contribute $100 per month. I have the funds allocated between mid-cap value funds, core-plus bond funds, investment funds and smart retirement funds.

tru Independence Congratulates NBC Capital Advisors on Multiple RIA Ranking Awards

tru Independence Congratulates NBC Capital Advisors on Multiple RIA Ranking Awards

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PORTLAND, Ore.–(BUSINESS WIRE)–tru Independence, a national independent advisory partnership platform that acts as the fiduciary to fiduciary advisors by providing financial advisors with choice in how they choose their independence, congratulates its partner firm NBC Capital Advisors for recently being ranked among Citywire RIA’s fastest-growing firms in Oregon and

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

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PORTLAND, Ore.–(BUSINESS WIRE)–tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory firm, Conquis Financial LLC, with