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May 01

Understanding the Value of Your Business Prior to Retirement

In this blog post for TFS Advisors, we want to dig into how business owners can work with a financial planner to create holistic strategies that support their lives, businesses, and a seamless retirement transition.  Financial Planners are often good sources for the resources and relationships needed to transition a…
Apr 15

4 Tips For Navigating Retirement Planning as a Business Owner

When you’re a business owner, retirement may seem like it’s on an ever-receding horizon. There’s always more work to be done, and finding the time to map out the financial aspect of walking away from your work can be tricky.  Whether you love what you do or you only launched…
Mar 15

Inclusive Financial Planning – What it is, and why it’s so important.

Inclusivity is the idea that all types of people must be included in work and daily life, no matter their differences. Whatever benefits are available must be accommodating and available to everyone.  Have you ever thought about inclusion in terms of finances? You likely haven’t unless you’ve lived it. That’s…
Mar 01
Feb 08

How To Get The Right Medical Coverage To Support Your Snowbird Lifestyle

People who plan to snowbird or split their time between two places in retirement have a lot to consider—finances, taxes, community, lifestyle, housing; the list goes on and on.  Once you determine the “major” stuff like where you want to live, how you’ll use your values to create routines and…
Feb 01

How To Glide Into The Snowbird Lifestyle

Mid-January some retirees think, "That's it, I'm done with the cold." 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…
Jan 31

Getting into the Stock Market: A Purse Strings Interview

  This week, we are with Purse Strings Approved Professional Dale Terwedo, Certified Financial Planner and Founder at TFS Advisors. We always hear about investing in the stock market, so let's see if this is the year to jump in! Financial Planner Dale Terwedo, CFP, ChFC, CLU, BFA from…

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