Blog - TFS Advisors - Washington State Financial Advisors

Oct 15

ABLE Accounts Just Got Bigger: What the 2026 Age Expansion Means for Your Family

When ABLE accounts arrived in 2014, they were a game changer for families like mine. For the first time, people with disabilities could save money without putting their Supplemental Security Income (SSI) or Medicaid at risk. But there was a catch: your disability had to begin before age 26.…

Oct 01

Working with a Disability: How a Job Affects SSI, SSDI, and Medicaid

October is National Disability Employment Awareness Month, a time to celebrate the contributions of workers with disabilities. For many families, though, the idea of a job comes with a very real worry: "If my child starts working, will they lose their benefits?" As a dad of three kids with…

Sep 15

Fall Into Retirement: Planning Your Ideal September Launch Date

If next September is on your radar for retirement, now is the perfect time to start planning. A year gives you enough runway to make thoughtful decisions rather than rushed ones. Here's why a fall launch can work well and how to prepare. Why September can be a smart…

Sep 01

Medicare Enrollment: Your Complete Guide for Turning 65 in 2026

If you were born in 1961, this is the year Medicare moves from "someday" to your actual to-do list. It's one of the most common topics clients in their early 60s ask me about, and for good reason. The choices you make in your first enrollment window can affect…

Aug 15

The Great Pacific Northwest Retirement: Why Staying in Washington Makes Financial Sense

Every year, a wave of retirees considers packing up and moving somewhere warmer, cheaper, or simpler. It is a natural instinct, since retirement feels like a fresh start. But before making a move, it is worth running the numbers, because for many of our clients here in Washington, the…

Aug 01

Back to School for Your Finances: Education Planning for Grandchildren

Every August, as children get ready for back-to-school, it puts a lot of things into perspective. One of them is how much I appreciate the grandparents in our lives who, almost every year around this time, ask, "What can we do to help with their education?" It's a generous…

Jul 30

Summer Spending or Summer Saving? Finding Balance in Your Pre-Retirement Years

Summer tends to test even the most disciplined savers. Vacations, home projects, graduations, weddings, and family gatherings all compete for the same dollars you may also be trying to direct toward retirement. For those in their pre-retirement years, typically the decade or so before you plan to stop working,…

ABLE Accounts Just Got Bigger: What the 2026 Age Expansion Means for Your Family

Working with a Disability: How a Job Affects SSI, SSDI, and Medicaid

Fall Into Retirement: Planning Your Ideal September Launch Date

Medicare Enrollment: Your Complete Guide for Turning 65 in 2026

The Great Pacific Northwest Retirement: Why Staying in Washington Makes Financial Sense

Back to School for Your Finances: Education Planning for Grandchildren

Summer Spending or Summer Saving? Finding Balance in Your Pre-Retirement Years

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ABLE Accounts Just Got Bigger: What the 2026 Age Expansion Means for Your Family

Working with a Disability: How a Job Affects SSI, SSDI, and Medicaid

Fall Into Retirement: Planning Your Ideal September Launch Date

Medicare Enrollment: Your Complete Guide for Turning 65 in 2026

The Great Pacific Northwest Retirement: Why Staying in Washington Makes Financial Sense

Back to School for Your Finances: Education Planning for Grandchildren

Summer Spending or Summer Saving? Finding Balance in Your Pre-Retirement Years

Search the Site

Become a Subscriber

Subscribe

About Our Blog:

Contact TFS

Filter by Category

Follow Us

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