Blog - TFS Advisors - Washington State Financial Advisors

Feb 16

Love and Money: Financial Conversations Every Couple Should Have Before Retirement

Here's something you probably don't hear enough: talking about money with your partner is an act of love. It's not the candlelit dinner kind of romance, but it's the foundation for building a retirement you'll both actually enjoy. When you avoid these conversations, you're not protecting your relationship. You're…

Feb 02

Birthday Milestones to Put on Your Financial Calendar

Some birthdays come with cake and candles. Others come with contribution limits, enrollment windows, and decisions that could impact your retirement for decades. While every birthday is worth celebrating, certain ages unlock specific financial opportunities or create important deadlines you can't afford to miss. From enhanced 401(k) contributions at…

Jan 12

Navigating Survivor Benefits and the First Steps After Losing a Loved One

Losing a spouse or close family member is one of life’s most disorienting experiences. In the middle of grief, you’re asked to make decisions, notify agencies, gather documents, and untangle accounts, all while trying to maintain some sense of normalcy. It’s overwhelming for anyone. While every situation is unique,…

Jan 05

The Boeing Employee’s Guide to Retirement

Whether you're clocking in at Boeing every day or your spouse is the one with the employee badge, understanding your retirement benefits is one of the most important steps you can take toward a secure future. Between the Voluntary Investment Plan (VIP), pension options, and unique union contracts, Boeing…

Dec 15

4 Long-Term Planning Strategies For Families With Special Needs

When you're raising a child with special needs, the question that keeps you up at night likely isn't about spreadsheets or legal documents. It's more profound: What happens when I'm no longer here to advocate for them? Long-term planning for families with special needs isn't a "set it and…

Dec 01

Understanding Washington’s Tax Landscape: What Retirees Should Know Before Settling in Edmonds

When envisioning your ideal retirement destination, you likely picture scenic waterfront views, a vibrant community, and comfortable living arrangements. But have you considered how taxes will impact your retirement income and overall financial picture? If you're considering Edmonds, Washington as your retirement home, understanding the local and state tax…

Jul 15

Creating a Comprehensive Financial Safety Net for Families with Special Needs

Have you ever had one of those days when nothing seems to go your way? The car won't start, the refrigerator is making a concerning noise, and you need to rush to the doctor for the 4th time in a month. It all costs money, and when you're raising a…