Welcome, readers, to the first installment of TFS’s Concern To Confidence retirement planning series. Over the next several months, we’ll tackle some of the most pressing issues that retirees face…
Ah, tax law changes—there’s nothing quite like them. And recently, Washington passed two new tax bills that are generating a lot of buzz: the state capital gains tax and the…
Aging can be an onerous process. It conjures difficult moments, hard questions, and even more challenging decisions. There may come a time in your marriage where one of you would…
It’s time to get deep right away. What makes you happy? Happiness comes in various forms and presents itself in a multitude of ways throughout your life. For you, happiness…
Let’s begin today’s post with a question: If someone were writing the story of your life, what would be the theme? A story’s theme details the message and heart of…
All great stories have context. A story’s meaning far transcends one plot point or action. True value comes from the internal and external obstacles, growth, and conflict the characters face…
Social Security is a critical program for many retirees and beyond, which is why it’s so important to get right. We love talking about Social Security and helping our clients…