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Jul 20

How We Serve You: Meet Our Terrific TFS Team Part 2

Welcome, everyone! Grab your favorite beverage (coffee, margarita, etc.), sit back, and relax because you are in for a big story.  It’s time to ring in part two of our meet the team blog series, and we couldn’t be more excited.  Last time, we spoke with our VP Aaron Terwedo…
Jun 16

Why Should You Care About Social Security?

Social Security benefits play such an instrumental role in your retirement plan.  But with many doomsday news stories about Social Security running out of money, a lot of people have discounted its ability to significantly influence their income plan.  Our team knows that when implemented correctly to fit your goals…
Jun 01

How We Serve You: Meet Our Terrific TFS Team Part 1

Welcome readers! We believe that financial planning is a two-way street. It’s critical that we get to know our clients on a deeply personal level so we can help them make confident and informed decisions about their money. For us, quality financial planning is all about connecting your money with…
May 17
May 03

5 Ways Women Can Support Their Financial Health Long-Term

Women’s contributions to society are boundless. But even as they continue to trailblaze the labor market and find greater financial power, one critical wildcard remains—longevity. On average, Women earn less than men—about 82 cents to the dollar, according to NBC News. They are more likely to take breaks from their…
Apr 23
Apr 19

Beware of the Wolf in Sheep’s Clothing

  There are a number of resources available to consumers who want to research their advisor before moving forward with an engagement.  #1: FINRA Broker Check This tool is a that allows you to find out: Whether a firm is registered to sell securities, offer investment advice, or both.…

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