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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR CLIENTS
  • OUR TEAM
  • SERVICES
  • RESOURCES
    • BLOG
    • FINANCIAL INSIGHTS VIDEO SERIES
    • DALE’S CORNER: RETIREMENT COACHING VIDEO SERIES
    • EVENTS
    • FREE RESOURCES
  • CONTACT US

What the 2024 HSA Limit Increase Means for You and Your Finances

Rising inflation costs allow employees to contribute more money to their Health Savings Accounts (HSA) in 2024. The IRS announced one of the most significant jumps in contribution allotment in…

Understanding Special Needs Trusts: Protecting Your Loved One’s Financial Future

Families with individuals that have special needs face a variety of unique challenges. Making decisions regarding their loved one’s well-being is tricky enough without throwing government benefit programs and their…

Financial Planning for Special Needs Families: Navigating the Unique Challenges

Financial planning can be complex for everyone, especially for families with special needs. The costs associated with a disability vary upon their type and severity, but many incur high costs…

Inclusive Financial Planning – What it is, and why it’s so important.

Inclusivity is the idea that all types of people must be included in work and daily life, no matter their differences. Whatever benefits are available must be accommodating and available…

7 Ways Retirees Can Keep Their Chin Up When The Markets Go Down

The stock market is a lot like life: It doesn’t move in a straight line You can’t predict the ups and downs Your goals and values enrich the experience When…

The Benefits of Working with a Certified Retirement Coach

It was a pleasure going live with Maggie Nielsen of Purse Strings! From Purse Strings:  We focus a lot on financially planning for retirement - but once you leave the…

Washington Enacts New Capital Gains and Long-Term Care Tax for 2022

Ah, tax law changes—there’s nothing quite like them.  And recently, Washington passed two new tax bills that are generating a lot of buzz: the state capital gains tax and the…
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About Our Blog:

TFS Advisors is a fee-only advisory firm located in Edmonds, WA.

Our blog contains our thoughts on everything from starting a portfolio to drawing income from it in retirement. Many of our posts focus on answering frequently asked questions we receive from clients.

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100 2nd Ave S., Suite 300. Edmonds, WA 98020

While TFS is a fee-only advisory firm, staff members are also able to provide other products such as life insurance to fulfill the needs of the financial plan which may result in a commission. In such cases, we provide full disclosure of any benefit we may receive.

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100 2nd Ave S., Suite 300
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SEC Relationship Summary

TFS Advisors, LLC. Investment advisory services offered through TFS Advisors, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice.

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