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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR TEAM
  • SERVICES
    • EMBRACING RETIREMENT
    • INVESTMENT MANAGEMENT
    • FAMILIES WITH SPECIAL NEEDS
    • BUSINESS OWNERS
    • INSTITUTIONS
  • BLOG
  • RESOURCES
    • VIDEO LIBRARY
    • EVENTS
    • FREE RESOURCES
    • PUBLICATIONS
  • CONTACT US

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 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…

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,…

The Boeing Employee’s Guide to Retirement

Whether you're clocking in at Boeing every day or your spouse is the one with the employee badge, understanding your retirement benefits is one of the most important steps…

Understanding Washington’s Tax Landscape: What Retirees Should Know Before Settling in Edmonds

When envisioning your ideal retirement destination, you likely picture scenic waterfront views, a vibrant community, and comfortable living arrangements. But have you considered how taxes will impact your retirement…

Managing Market Volatility: A Behavioral Finance Guide for Retirees

With nearly 50% of American households running out of money in retirement, market volatility can be especially concerning for retirees who rely on their investment portfolios for income. When you're…

TFS Financial Insights: Bridge Period Series Part V

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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.

Contact TFS

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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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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