Blog - TFS Advisors - Washington State Financial Advisors

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,…

Jul 15

Fraud Red Flags: What to Watch For and What to Do If You Have Already Been Targeted

In aviation, pilots run through a checklist before every flight. It is not because they expect something to go wrong. It is because the checklist catches the small issues before they become large ones. I have found the same discipline applies to protecting your finances. Scammers count on you…

Jul 01

Your Retirement, Their Future: Balancing Your Retirement Goals with Lifelong Care Responsibilities

Summer has a way of putting freedom on display. Neighbors head out on road trips, coworkers count down to vacation, and social media fills up with photos of families who suddenly have nowhere they need to be. For parents of children with special needs, that kind of open-ended freedom…

Jun 15

The Sandwich Generation: Balancing Aging Parents, Growing Kids, and Your Own Retirement

There is a term that describes a growing segment of Americans I work with regularly: the sandwich generation. You are simultaneously supporting aging parents who need increasing care and adult or near-adult children who still need your financial help, all while trying to protect your own retirement. The pressure…

Jun 01

Summer Transitions: Financial Planning for Special Needs Young Adults Aging Out of School Services

Summer means a lot of things for most families. Vacations, longer days, a slower pace. But for families of young adults with disabilities, this time of year can feel like the edge of a cliff. As a dad of three kids with special needs, I get it. The moment…

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

Fraud Red Flags: What to Watch For and What to Do If You Have Already Been Targeted

Your Retirement, Their Future: Balancing Your Retirement Goals with Lifelong Care Responsibilities

The Sandwich Generation: Balancing Aging Parents, Growing Kids, and Your Own Retirement

Summer Transitions: Financial Planning for Special Needs Young Adults Aging Out of School Services

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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

Fraud Red Flags: What to Watch For and What to Do If You Have Already Been Targeted

Your Retirement, Their Future: Balancing Your Retirement Goals with Lifelong Care Responsibilities

The Sandwich Generation: Balancing Aging Parents, Growing Kids, and Your Own Retirement

Summer Transitions: Financial Planning for Special Needs Young Adults Aging Out of School Services

Search the Site

Become a Subscriber

Subscribe

About Our Blog:

Contact TFS

Filter by Category

Follow Us

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