How do you approach a task you’ve never done before? Most people move through a research, read, and repeat cycle. While you can glean a lot from blogs, videos, and…
Nothing is simple, straightforward, or intuitive when a spouse passes away. This challenging and trying time leaves many people assuming roles and responsibilities they never could have foreseen like heading…
Trust is the most valuable asset a financial advisor has in their arsenal, but are clients giving away their trust too easily? A study by Personal Capital reported in the…
Here at TFS, it’s our goal to serve clients in the best way possible and sometimes that involves strategic collaboration with other industry leaders. We act as a quarterback for…
Have you ever had an elaborate vision but weren’t sure how to make it happen? Take a home renovation, for example. You might long for an open concept main floor…
If there is one thing you can count on, it’s the rising cost of education. The United States spends more on college than any other country, according to the Organization…
An advisor’s most valuable asset isn’t money in an account. It isn’t returns, percentages, fractions, and proven formulas. The most valuable asset for a financial advisor is much simpler than…