May 15, 2020
On August 14, 1935, President Franklin D. Roosevelt signed a piece of paper that would change the way Americans viewed and funded retirement. That hot, late-summer day in our nation’s capital led to the dawn of a program that has survived now for nearly 85 years. While there have been read more...
May 1, 2020
As husband and wife, you have been there to support, love, and encourage each other through all of life’s journeys. Amidst the trials and tribulations through to the pure moments of comfort and jubilation. Each day has been a promise to stand by and walk with one another no matter read more...
April 15, 2020
Life often presents us with two choices: left or right, up or down, stop or go, right or wrong. These dichotomies are a part of nearly every decision that we make. But sometimes we become too focused on choosing one way or another that we don’t take into account the read more...
April 8, 2020
The Advisor Group has provided us with these handy tips for protecting your Zoom meetings. With more and more people working and connecting virtually, we hope this advice is useful! Don’t Share Your Personal Meeting ID Online Don't share your personal meeting ID (PMI) online to host public events your read more...
April 3, 2020
The stock market is volatile. The stock market will make corrections. The stock market constantly changes. These are all things that you have heard before and probably internalized to a certain degree. In your head, you know that the stock market will correct itself and your investments may lose value. read more...
March 15, 2020
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 a return and that you didn’t make any mistakes on your documents. While filing taxes is an important part of read more...
March 4, 2020
Tax efficiency in retirement is a nuanced process that requires a great deal of planning and finesse to get right. Taxes are an area where many retirees struggle. With changing cash flow, tax brackets, and investment strategies, tax-efficiency becomes an important part of a retiree’s financial picture. Here at TFS, read more...