Welcome back, readers. With Medicare’s annual enrollment upon us, we are delighted to bring you the second installment of our Q&A with Kelly Allen at Kelly Allen Agency. We spoke…
Here at TFS, it’s our goal to serve clients in the best way possible and sometimes that involves strategic collaboration with other industry leaders. We act as a quarterback for…
Let’s start today’s post off with a story. Dan and Darcy have lived in Washington State their entire adult lives. They met in Seattle and remained near the area bouncing…
Taxes are an important part of your financial plan. Unfortunately, the world of taxes is often boiled down to a single event of filing them to the IRS, hoping for…
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities…
What does retirement mean to you? This is perhaps one of the most difficult questions because the answer relies on many factors from financial to emotional to physical to mental.…
Welcome back! We are excited to bring you the second part of our estate planning series where we emphasize adding value and meaning to your legacy planning strategy. Ron Blue’s…