Blog - TFS Advisors - Washington State Financial Advisors

May 14

Memorial Day Reflections: Honoring Your Legacy Through Values-Based Giving

Memorial Day has always been a time for reflection. We honor the fallen and consider the values they made the ultimate sacrifice to protect. As a former Angel Flight pilot, I've had the privilege of serving in my own way, and these moments of reflection remind me that legacy…

Apr 13

Sharing Your Letter of Intent: Who Needs It and How to Have the Conversation

You've done the hard work. You've created a comprehensive Letter of Intent that documents everything someone would need to know to care for your child. But here's the thing: that document only works if the right people actually have it. Sharing your Letter of Intent means having some difficult…

Apr 01

Creating a Letter of Intent: Your Essential Guide for Future Caregivers

As a father of three kids with special needs, I've spent countless hours thinking about what happens when I'm not around to advocate for them. It's one of those thoughts that keeps you up at night, not because you want to dwell on it, but because you love your…

Mar 16

Tax Day Reflections: How Your Retirement Strategy Can Reduce Future Tax Burdens

Every April, millions of Americans rush to file their tax returns, focused intently on last year's numbers. Forms are signed, checks are written (or refunds are celebrated), and then tax planning is forgotten until next spring. But what if we told you that Tax Day should actually be the…

Mar 03

Tax Planning Strategies for Pre-Retirees in Washington State

March is often viewed as the season of tax preparation, when most of us focus on last year's returns. But if you're in your pre-retirement years, this is the ideal time to shift your focus from backward-looking compliance to forward-thinking strategy. The decisions you make today about taxes can…

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…

Memorial Day Reflections: Honoring Your Legacy Through Values-Based Giving

Sharing Your Letter of Intent: Who Needs It and How to Have the Conversation

Creating a Letter of Intent: Your Essential Guide for Future Caregivers

Tax Day Reflections: How Your Retirement Strategy Can Reduce Future Tax Burdens

Tax Planning Strategies for Pre-Retirees in Washington State

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

Birthday Milestones to Put on Your Financial Calendar

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Memorial Day Reflections: Honoring Your Legacy Through Values-Based Giving

Sharing Your Letter of Intent: Who Needs It and How to Have the Conversation

Creating a Letter of Intent: Your Essential Guide for Future Caregivers

Tax Day Reflections: How Your Retirement Strategy Can Reduce Future Tax Burdens

Tax Planning Strategies for Pre-Retirees in Washington State

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

Birthday Milestones to Put on Your Financial Calendar

Search the Site

Become a Subscriber

Subscribe

About Our Blog:

Contact TFS

Filter by Category

Follow Us

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