TrustWell Financial Advisors

In our Kingdom Advisors meeting this morning we got to hear from Jeff Haanen, Jason Malec, and Albert Chen who dove deep into AI. The tools at our disposal are ever-improving, but as one of our attendees reminded us today, AI's knowledge pales in comparision to God's!

Welcome to May! This year is flying by. We hope you enjoy Chris' newsletter in which he shares an extra layer of security you can add to your tax return. trustwellfa.com/tax-strategies…

As always, Jim Wise shared some great wisdom this morning with us during our Kingdom Advisors study group. He reminded us that we all must be careful, as we personally become more successful, that we do not follow in Saul's footsteps of bringing glory to self rather than God.

The tomb is empty! Happy Easter to you and your loved ones!

In our April newsletter, Brett reviews some of the world events and shares the mixed results in the various markets. We hope you enjoy a wonderful Easter! trustwellfa.com/quarterly-mark…

We enjoyed hearing from John Cortines this morning at our monthly Kingdom Advisors study group. He gave a great illustration about building a financial house based on God's Word. Walls of gratitude, contentment, trust and love that will protect us from attacks of the enemy!

In our March newsletter, Tanner shares a helpful tip for creating a Time Plan for your retirement! trustwellfa.com/personal-famil…

In this month's newsletter, Bradley dives into some additional benefits of Roth conversions. We hope you enjoy it! trustwellfa.com/tax-strategies…

In our Kingdom Advisors meeting we were encouraged to create a "Well Done Statement" for ourselves, but also consider walking our clients through making one. The goal is to be intentional about goal setting and track how you're doing to accomplish the blessing of "Well done!"

We hope you enjoy our January newsletter! Brett recaps a great 2025, previews 2026 and gives some precious wisdom as you aim to establish healthy habits. trustwellfa.com/quarterly-mark…

Wishing you and your loved ones a Merry Christmas!

This morning's Kingdom Advisors study group was led by Jeff Thomas. We got a chance to hear inspiring stories of successful business owners transferring ownership to charity! One of our favorite ways to serve our clients is to help them be more generous!

In our December newsletter, Chris guides you through some great ways to better secure your online logins! trustwellfa.com/personal-famil…

The IRS announced today new, higher contribution limits for 2026! You can read our post about it in the link below. For those turning 60, 61, 62, or 63 in 2026: Your 2026 401k/403b limit is $35,750! trustwellfa.com/financial-news…

We heard from Tim Macready this morning at our Kingdom Advisors group. He challenged us to consider what we are investing in and how we incorporate our theology into what we do. TrustWell is proud to be able to offer Biblically Responsible Investing as an option for our clients!

In our October newsletter, Brett looks back on a very positive quarter in the financial markets. Every category on our "scorecard" increased in value! trustwellfa.com/quarterly-mark…

Dr. Shane Enete was the speaker during this month's Kingdom Advisor's study group. He pointed out many great paradoxes from the Bible and in turn emphasized the importance of abiding in God. God has a unique plan for everyone!

In our September newsletter, Tanner shares some ideas for how you can help reach your financial goals using some of the provisions from the OBBBA (One Big Beautiful Bill Act). trustwellfa.com/tax-strategies…

We got to hear from Jim Wise in our Kingdom Advisors study group this morning. He's always great at teaching, including painting a great visual for us to comprehend. He talked about how God's grace was on Ezra and is currently on Kingdom Advisors and it's growth!

We believe an important part of diversification is investing outside of the U.S. We hope you enjoy Bradley's overview of recent trends and outlook on why international investing is important! trustwellfa.com/investing-stra…