Blog - TFS Advisors - Washington State Financial Advisors

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…

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…

May 15

Garden Your Wealth: Cultivating a Portfolio That Grows with Your Retirement

Spring in the Pacific Northwest has a way of turning even non-gardeners into admirers of a well-tended yard. I'll be the first to admit that my idea of outdoor adventure tends to involve Jeep trails and RV routes more than raised beds and pruning shears. But over the years,…

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…

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

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

Garden Your Wealth: Cultivating a Portfolio That Grows with Your Retirement

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

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

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

Garden Your Wealth: Cultivating a Portfolio That Grows with Your Retirement

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

Search the Site

Become a Subscriber

Subscribe

About Our Blog:

Contact TFS

Filter by Category

Follow Us

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