Family Financial Planning Resources

Browse articles on home equity, financial planning, and retirement.
The True Costs of Home Maintenance | Truehold
Discover how much a homeowner in the United States pays for the average homeowner maintenance cost and how to lower your annual housing expenses
Personal Finance
The True Costs of Home Maintenance | Truehold
Discover how much a homeowner in the United States pays for the average homeowner maintenance cost and how to lower your annual housing expenses
May 25, 2022
8 Questions to Consider Before Cashing Out Your 401(k)
If you're thinking it might be time to cash out your 401(k), be sure to ask yourself these questions to set yourself up for a relaxing retirement.
Personal Finance
8 Questions to Consider Before Cashing Out Your 401(k)
If you're thinking it might be time to cash out your 401(k), be sure to ask yourself these questions to set yourself up for a relaxing retirement.
March 14, 2022
Questions to Ask Before Buying a New Home
For most people, buying a home is the largest purchase they will ever make. Ask yourself these questions to decide if buying a new home is right for you.
Personal Finance
Questions to Ask Before Buying a New Home
Is moving to a new home on your mind? Whatever your reason may be, you want to be confident in your decision.
February 23, 2022
7 Questions to Ask Yourself When Selling Your Home 
Selling your home is a big decision tied to an enormous life disruption. We recommend asking yourself the following questions to guide this process.
Personal Finance
7 Questions to Ask Yourself When Selling Your Home 
Selling your home is a big decision tied to an enormous life disruption. We recommend asking yourself the following questions to guide this process.
February 14, 2022
Costs of Owning vs. Renting a Home | Truehold
Homeownership is great, but also expensive. However, renting provides a little more freedom. Read on to learn about the cost of owning a home vs. renting.
Personal Finance
Costs of Owning vs. Renting a Home | Truehold
Homeownership is great, but also expensive. However, renting provides a little more freedom. Read on to learn about the cost of owning a home vs. renting.
February 14, 2022
What Rising Interest Rates Could Mean for Your Home | Truehold
With mortgage rates increasing again, how do these higher interest rates affect homeowners looking to buy or sell their home? Read on to learn more.
Personal Finance
What Rising Interest Rates Could Mean for Your Home | Truehold
With mortgage rates increasing again, how do these higher interest rates affect homeowners looking to buy or sell their home? Read on to learn more.
February 4, 2022
8 Tips to Lower Property Taxes in 2022
For many homeowners, property taxes are among the most financially draining expenses. Here are 8 steps you can take to lower property taxes this year.
Personal Finance
8 Tips to Lower Property Taxes in 2022
For many homeowners, property taxes are among the most financially draining expenses. Here are 8 steps you can take to lower property taxes this year.
January 28, 2022
How to Cut Heating Costs at Home
Heating accounts for nearly half of your home's annual energy use, making it the biggest drain on your energy bill. Here's how you can cut heating costs.
Personal Finance
How to Cut Heating Costs at Home
With temperatures dropping, your energy bill is rising. Here are our strategies to help you cut heating costs and conserve energy at home.
January 14, 2022
How to Get Equity Out of Your Home: Comparing the Options
Until recently, there have been three main methods for claiming your home’s equity. Truehold's Sale-Leaseback adds a fourth option for you to consider.
Personal Finance
How to Get Equity Out of Your Home: Comparing the Options
When it comes to unlocking your home equity, the options can seem overwhelming. Until recently, there have been three main methods: cash-out refinancing, a home equity line of credit, or a home equity loan. Truehold's Sale-Leaseback adds a fourth option for you to consider.
December 8, 2021
What does a divorce late in life mean for your home?
When it comes to dividing your home's value, you can sell your home & leave, keep your home & stay, or sell your home & stay with a sale-leaseback.
Personal Finance
What does a divorce late in life mean for your home?
After years of sharing finances, it can be challenging to determine a fair distribution of assets, including the largest asset of all: your home. With so much financial and sentimental value at stake, how do you divide a home?
December 2, 2021
The Cost of Medicare & Medicare Advantage
A breakdown of standard costs associated with each plan.
Personal Finance
The Cost of Medicare & Medicare Advantage
To decide which Medicare plan is right for you, it's important to understand the different costs associated with each. Here is a breakdown of standard costs you can expect.
October 7, 2021
Choosing Medicare vs. Medicare Advantage
We compare and contrast the two main ways to get Medicare.
Personal Finance
Choosing Medicare vs. Medicare Advantage
The annual election period for Medicare and Medicare Advantage opens October 15 and runs through December 7. We break down the differences between the two main ways to get Medicare. 
October 6, 2021
What to Do When Facing Foreclosure | Truehold
Wondering what the available options are when facing foreclosure? We've got you covered! Read on to learn of the different alternatives.
Personal Finance
What to Do When Facing Foreclosure | Truehold
Wondering what the available options are when facing foreclosure? We've got you covered! Read on to learn of the different alternatives.
September 24, 2021