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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.…
Apr 15
Apr 01

4 Simple Year-Round Tax Tips That Make For An Easier Filing Season Part 1

Many people tend to put off several yearly chores—annual physical exams, deep spring cleaning, routine home, and car maintenance, and filing taxes.  It’s easy to adopt a one-track mind when you hear the word taxes, and it’s often always in concert with blushing blooms and allergy season—spring. While filing taxes…
Mar 15

TFS Office Hours Series: How To Get Started With Retirement Planning

Welcome, readers! We’re excited to announce that we recently launched our TFS Office Hours virtual Q&A, where we tackle your most pressing financial planning questions. We wanted to create a safe, open, and welcoming environment for people to anonymously submit questions and hear us talk more in-depth about the topics…
Mar 01

The In-Depth Process To Calculate Your Social Security Benefit

There are several reasons to watch the Super Bowl—competition, the love of the game, the halftime show, and for some, most importantly, the commercials. Superbowl commercials have developed a reputation for bold storytelling and unforgettable ad campaigns.  Rocket Mortgage’s “be certain, not pretty sure" is one for the books. The…
Feb 14

How To Glide Into The Snowbird Lifestyle

Let’s face it—winter is often better in theory than in practice, especially as we age. From increased fall risk to aching joints to social isolation, winter can be a challenging season for many retirees.  That’s why so many people de-ice their cars and leave the flurries in the rearview mirror…

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