Kevin Kroskey, CFP®

Founder & CEO | Wealth + Tax + Business Advisory | Thoughts on growth, acquisitions, succession, and leadership.

[True Wealth Design @TrueWealthPro]

We've had clients who decided to move out of Ohio to be close to family in retirement and it's not an easy process. Leaning on your financial advisor can you avoid some of the pitfalls that can happen when making a big change like this.

[True Wealth Design @TrueWealthPro]

Money is important but the people who have the most successful retirement do so because they've found a purpose for each day. Start thinking about retirement in a way that's going to bring fulfillment to your life.

[True Wealth Design @TrueWealthPro]

Maybe you've heard of a donor-advised fund but aren't quite sure what it is or how it works. Here's a quick explanation of how it's used and why it can provide some strong tax benefits.

#taxplanning #taxstrategies

[Kevin Kroskey, CFP® @kevinkcfp]

The ‘build your own’ stories are compelling until you remember you’re also running a client business. Most established firms will get further faster by closing the integration gaps they already have than building from scratch or having it rebuilt for you. Less sexy. More realistic. The real bet is whether the Tamaracs, Orions, etc. of the world evolve fast enough to stay competitive with platforms built AI-native from day one.

[True Wealth Design @TrueWealthPro]

In this episode, Tyler Emrick, CFA®, CFP®, explains how donor-advised funds work, who should consider them, and how retirees can use appreciated investments, tax deductions, and strategic giving to make a bigger impact.

Watch the video here: https://t.co/MCKXG4AOOy

[True Wealth Design @TrueWealthPro]

The 351 exchange strategy is a way to move investments you no longer want and shift them over to an ETF without having to sell them and paying a big tax bill.

#investing #diversification #portfoliomanagement

[Kevin Kroskey, CFP® @kevinkcfp]

@wealthMAinsider When times get tough? Markets only go up and to the right, right?!

[Kevin Kroskey, CFP® @kevinkcfp]

@PeterMallouk Great list on high performers.

As a founder of a ~25 person RIA + Tax / Business Advisory firm, my StrengthsFinder tops are Achiever, Relator & Learner. Empathy ranks 34/35, yet I’ve built strong client loyalty and grown the firm by leaning hard into execution, deep relationships, continuous learning, and self-awareness.

Low (affective) empathy hasn’t held me back — strong cognitive understanding + “get shit done” mindset works in this technical, trust-based business.

Authenticity > faking warmth.

Curious how you see empathy vs. these execution strengths in scaling teams?

[Kevin Kroskey, CFP® @kevinkcfp]

@wealthMAinsider @BlairjWheeler 92 is winning 🏆 for some

[Kevin Kroskey, CFP® @kevinkcfp]

@kurtsimmonscpa @BrianDavisTax Market sold off 20% in April 25’. Could have been exactly what should’ve been done.

[True Wealth Design @TrueWealthPro]

🚨 Inherited an IRA? The rules have changed.
💣 The old “stretch IRA” is gone
⏳ Now you have 10 years

Here’s the problem:
👉 That money = taxable income
👉 It stacks on top of what you already earn

💸 One wrong move could cost you thousands

🎧 Watch: https://t.co/90lb2r2etd

[True Wealth Design @TrueWealthPro]

Too many people struggle to get a solid grasp on their expenses in retirement. So how do we work through the numbers to help you better determine what your monthly spending will likely look like?

Tyler provides a look into the True Wealth Design process.

[True Wealth Design @TrueWealthPro]

In this episode, Tyler Emrick, CFP®, CFA®, explains why retirement spending rarely follows a straight line and how a more personalized approach can help retirees avoid both overspending and under-living.

🎧 Watch now: https://t.co/OXeUPoV826

[True Wealth Design @TrueWealthPro]

If you're in retirement or approaching that time, keep in mind that Roth conversions need to work within your overall plan because they could negatively impact you in other areas if you don't account for that income.

[True Wealth Design @TrueWealthPro]

One of the big tax deadlines we help clients with is the S-Corp election for business owners and self-employed individuals. Listen to Tyler explain why planning early in the year is important.

[Kevin Kroskey, CFP® @kevinkcfp]

@CPATaxTeam @jasononfirms Standardize the COA across clients as much as possible, segmenting by industry.

[True Wealth Design @TrueWealthPro]

The 4% Rule Just Got an Update: Here's What It Means For Your Retirement Spending - https://t.co/b4Lb1aqHUp

[True Wealth Design @TrueWealthPro]

Here's one thing to keep in mind if you are married and looking to max out your Health Savings Account contributions for the year. Not everyone knows about this.

[True Wealth Design @TrueWealthPro]

Tax season isn’t just about filing—it’s about finishing strong.

Tyler Emrick CFA, CFP® breaks down the last-minute tax moves that still matter before you file, plus the common mistakes that quietly cost people money every year.

🎧 Watch: https://t.co/B1f21aB2gd

[True Wealth Design @TrueWealthPro]

When we think about your cash levels and how much runway you have, let's be mindful of what could happen if the market runs into trouble. You don't want to be in a position where you have to sell investments.

This sequence of returns risk is a huge threat to retirement.