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Oct 15

Do You See Money As A Tool Or A Goal? And Why The Difference Matters

All great stories have context.  A story’s meaning far transcends one plot point or action. True value comes from the internal and external obstacles, growth, and conflict the characters face to reach their goal—this makes the moment when they do (or don’t) so special.  Take a second to think about…
Oct 01

7 Questions To Help You Determine Where To Live In Retirement

Where’s the best place to retire? Type that question into Google, and you’ll find a whole bunch of articles boasting the hot new spots for retirees to hang their hats.  And while those pieces make excellent cases for the cities they feature, there’s a critical element missing: you—your plans, visions,…
Sep 15

The Three Times To Claim Social Security: Which Is Right For You?

Social Security is a critical program for many retirees and beyond, which is why it’s so important to get right. We love talking about Social Security and helping our clients make informed educated decisions concerning their benefits.  It serves as a guaranteed income source and is an essential agent for…
Sep 01

How to Plan Ahead for an Exceptional Retirement

For many people, their occupation heavily influences their identity.  Remember, back in the time before COVID-19, where you attended networking and social events? If you encountered someone new, you might first offer your name, and, inevitably, the next thing you’d say is what you do for a living. Your job…
Aug 15

Breaking Down The Bridge Period: What It Is and How To Master It

When asking the question, what do you want your retirement to look like, there is a never-ending list of answers.  Some people want to travel the world. Others strive to build fulfilling encore careers, and others simply can’t wait for the day when they can live their life on their…
Aug 01

Why Edmonds, WA Is (STILL) A Great Place For Retirees

In 2018, Edmonds Washington was featured as a leading retirement destination by Where To Retire magazine.  But you don’t have to convince us that Edmonds is the place to be. With easy access to bustling Seattle, walking distance to the beach, a quick trip to National Parks, and a view…
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…

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