Family Financial Planning Resources

Browse articles on home equity, financial planning, and retirement.
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Why Truehold Triumphs Over Traditional HELOC Products
Looking to cash out your home equity but not sure the best tool to leverage? Read on to learn why Truehold's sale-leaseback is your best option.
Home Equity
Why Truehold Triumphs Over Traditional HELOC Products
Looking to cash out your home equity but not sure the best tool to leverage? Read on to learn why Truehold's sale-leaseback is your best option.
July 25, 2023
Debunking 5 Common Myths About Home Equity
Don't let common myths about home equity hold you back. Learn the truth and discover ways to unlock your equity without taking on debt.
Home Equity
Debunking 5 Common Myths About Home Equity
Don't let common myths about home equity hold you back. Learn the truth and discover ways to unlock your equity without taking on debt.
April 26, 2023
How to Set Short-Term Financial Goals
Short-term goal setting is crucial to your financial success. Read to learn how to set short-term financial goals that will help you financially succeed.
Finance
How to Set Short-Term Financial Goals
Short-term goal setting is crucial to your financial success. Read to learn how to set short-term financial goals that will help you financially succeed.
January 27, 2023
How to Make an Investment Plan: The Ultimate Guide
There are many different reasons and ways in which people invest their money. Read on to learn about investment plans and how to create one.
Finance
How to Make an Investment Plan: The Ultimate Guide
There are many different reasons and ways in which people invest their money. Read on to learn about investment plans and how to create one.
January 27, 2023
How to Track Spending: All You Need to Know
Learning how to track spending effectively is a crucial step on your road to financial wellness. So, read on for some proven tracking strategies
Finance
How to Track Spending: All You Need to Know
Learning how to track spending effectively is a crucial step on your road to financial wellness. So, read on for some proven tracking strategies
January 27, 2023
How to Financially Plan for Retirement
It’s never too early to begin planning for retirement, but it can be too late. Read on to learn how to start financial planning for retirement
Finance
How to Financially Plan for Retirement
It’s never too early to begin planning for retirement, but it can be too late. Read on to learn how to start financial planning for retirement
January 27, 2023
How Parents Should Financially Plan for College
Looking for ways to navigate college financial planning and empower your child's future? Read on to learn how to financially plan for college
Finance
How Parents Should Financially Plan for College
Looking for ways to navigate college financial planning and empower your child's future? Read on to learn how to financially plan for college
January 27, 2023
Financial Planning for Newlyweds: 6 Effective Tips
There are many different reasons and ways in which people invest their money. Read on to learn which kind of investments work for you.
Finance
Financial Planning for Newlyweds: 6 Effective Tips
There are many different reasons and ways in which people invest their money. Read on to learn which kind of investments work for you.
January 27, 2023
What is an Estate Plan?
Estate planning is becoming increasingly common among young people. Keep reading to learn more about estate planning and its benefits.
Finance
What is an Estate Plan?
Estate planning is becoming increasingly common among young people. Keep reading to learn more about estate planning and its benefits.
January 13, 2023
How to Start a Budget: Financial Planning 101
Budgeting can help you get one step closer to achieving long-term financial goals. Keep reading for all our tips on how to start a budget.
Finance
How to Start a Budget: Financial Planning 101
Budgeting can help you get one step closer to achieving long-term financial goals. Keep reading for all our tips on how to start a budget.
January 13, 2023
How to Set Long-Term Financial Goals
If you’re looking for ways to be financially independent, setting a long-term financial goal is a critical first step. Read on to learn more.
Finance
How to Set Long-Term Financial Goals
If you’re looking for ways to be financially independent, setting a long-term financial goal is a critical first step. Read on to learn more.
January 13, 2023
How to Increase Net Worth 3 Ways
Increasing your net worth can help you reach more of your long-term financial goals. Keep reading for tips on how to grow your net worth.
Finance
How to Increase Net Worth 3 Ways
Increasing your net worth can help you reach more of your long-term financial goals. Keep reading for tips on how to grow your net worth.
January 12, 2023
Sale-Leasebacks vs. Reverse Mortgages vs. REFIs
What's the difference between a Sale-Leaseback, a REFI, and a Reverse Mortgage? Here's how they compare.
Home Equity
Sale-Leasebacks vs. Reverse Mortgages vs. REFIs
What's the difference between a Sale-Leaseback, a REFI, and a Reverse Mortgage? Here's how they compare.
December 6, 2022
8 Money Saving Tips for Families
Looking for some ways to save some money as a family? Read on for 8 easy steps to help your family out with your finances!
Finance
8 Money Saving Tips for Families
Looking for some ways to save some money as a family? Read on for 8 easy steps to help your family out with your finances!
December 1, 2022
How to Use Home Equity to Build Wealth
You can practice financial planning & wealth building by using assets you own, like your home! Learn how to utilize your home equity for wealth creation.
Home Equity
How to Use Home Equity to Build Wealth
You can practice financial planning & wealth building by using assets you own, like your home! Learn how to utilize your home equity for wealth creation.
December 1, 2022
Financial Planning Checklist: 8 Steps
Since financial planning is a tedious process, you may benefit from creating a checklist. Learn how to stay on top of your financial goals with these tips.
Finance
Financial Planning Checklist: 8 Steps
Since financial planning is a tedious process, you may benefit from creating a checklist. Learn how to stay on top of your financial goals with these tips.
December 1, 2022
Family Financial Planning Guide: How to Get It Right
Monitoring your family’s finances is essential, but can be a complex process. Read on to learn how you can break your family financial plans into simple, m
Finance
Family Financial Planning Guide: How to Get It Right
Monitoring your family’s finances is essential, but can be a complex process. Read on to learn how you can break your family financial plans into simple, manageable steps!
December 1, 2022
Tina's Story: How she used a sale-leaseback to regain her financial security after pandemic hour-cuts
Tina, a Truehold resident in Cleveland, used our sale-leaseback to take control of her financial situation. 
Customer Stories
Tina's Story: How she used a sale-leaseback to regain her financial security after pandemic hour-cuts
Millions of Americans lost their jobs during the Covid-19 pandemic. What can you do to improve your financial health after significant, unpreventable setbacks?
November 29, 2022
Angie's Story: How she is using Truehold to stay in her father's home without mortgage debt
The Truehold team talked to Angie, a Truehold resident in St. Louis, who used our sale-leaseback to stay in her father’s home without his debt. 
Customer Stories
Angie's Story: How she is using Truehold to stay in her father's home without mortgage debt
Inheriting a house is an incredible opportunity. It sometimes, however, requires taking on unforeseen debt. How can you have the best of both worlds—live in a house without taking on an unmanageable mortgage payment? 
November 22, 2022
Thomas and Charlene's Story: How Truehold gave them a second chance at finding their dream home
The Truehold team talked to Thomas and Charlene, Truehold residents in St. Louis, who used a Sale-Leaseback to finance their dream home.
Customer Stories
Thomas and Charlene's Story: How Truehold gave them a second chance at finding their dream home
It’s impossible to predict the future, so sometimes we end up regretting past decisions. If you bought a house that isn't working for you, how can you get out of your mortgage and buy a new home?
November 22, 2022
Alfonso's Story: How Truehold helped him build his new home, stress-free
Alfonso, a Truehold resident in Cincinnati, is using a sale-leaseback to stay in his current home while building his new home.
Customer Stories
Alfonso's Story: How Truehold helped him build his new home, stress-free
Few life events are more exciting than building your dream home. Living in transitional housing while it’s under construction, however, can be aggravating. 
November 16, 2022
Suzanne's Story: How she sold when her home value was high and took her time moving
Suzanne, a Truehold resident in Cincinnati, who used Truehold's Sale-Leaseback to delay her next move.
Customer Stories
Suzanne's Story: How she sold when her home value was high and took her time moving
With the economy fluctuating, homeowners are looking for ways to unlock their home equity fast. But what if you aren’t ready to move right away?
November 16, 2022
Darrin and Michelle's Story: How Truehold helped them pursue their passions in the community they love
Darrin, a Truehold resident in St. Louis, used Truehold's Sale-Leaseback to recover from pandemic financial hardship.
Customer Stories
Darrin and Michelle's Story: How Truehold helped them pursue their passions in the community they love
The pandemic disrupted many homeowner’s financial security. But what options exist to get back on your feet?
November 16, 2022
The True Costs of Home Maintenance
Discover how much a homeowner in the United States pays for the average homeowner maintenance cost and how to lower your annual housing expenses
Real Estate
The True Costs of Home Maintenance
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.
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.
Real Estate
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.
Real Estate
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
Rent vs Buy: Comparing the Costs of Owning vs. Renting a Home
Homeownership is rewarding yet costly while renting offers flexibility. Dive into the rent vs buy topic & understand the cost of owning a home vs renting a
Real Estate
Rent vs Buy: Comparing the Costs of Owning vs. Renting a Home
Homeownership is rewarding yet costly while renting offers flexibility. Dive into the rent vs buy topic & understand the cost of owning a home vs renting a home.
February 14, 2022
What Rising Interest Rates Could Mean for Your Home
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.
Real Estate
What Rising Interest Rates Could Mean for Your Home
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
How to Reduce Property Taxes: Tips and Strategies
For many homeowners, property taxes are among the most financially draining expenses. Here are 10 steps you can take to lower property taxes this year.
Real Estate
How to Reduce Property Taxes: Tips and Strategies
For many homeowners, property taxes are among the most financially draining expenses. Here are 10 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.
Real Estate
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 the 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.
Home Equity
How to Get the 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.
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.
Retirement + Aging in Place
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.
Retirement + Aging in Place
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
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General Disclosure

This website is promotional in nature and is not offered or intended as advice and should not be relied on as such. Truehold and its affiliates (collectively “Truehold”) are not lenders and do not provide loans. The transactions described in these promotional materials are sell-and-stay opportunities that involve the sale of property and the subsequent leasing of that property by the seller pursuant to a lease agreement. Truehold does not typically allow sellers to re-purchase the property after the sale. Product offerings vary by state and locality. Terms and conditions apply.

This non-binding offer is subject to the execution of a mutually satisfactory sale contract, contingent on a no-cost home inspection, and standard lease signing. Offer may change based on inspection results. Post-sale, you must adhere to lease terms for the minimum term (which ranges from 6 - 24 months) to continue living in the home. This includes making timely rent payments, which may increase after the initial term. Customer testimonials are based on individual customer experience.

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