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...
March 3, 2020
In response to the market concerns this week around the coronavirus, there is a lot of advice out there. The overriding sentiment is: don’t over- react. Consider this: The market as of this writing is at the same level as early November 2019. The CDC Update information is found at read more...
February 18, 2020
Finding the right financial advisor for your financial needs, goals, and aspirations is a tall order. With so many professionals out there, how can you ensure that you are working with people who both understand and can help you pursue your vision? In order to help answer that question, we read more...
February 1, 2020
Have you ever caught yourself saying, “if I just have enough money to buy x then I will be happy”? It is so easy to get caught up in the cyclical cycle of basing financial success on the things that you can buy and own, but the true benefit of read more...
January 24, 2020
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities as the “best” place to retire. For instance: Iowa was #1 in a best places to retire survey cited by read more...
January 15, 2020
What does retirement mean to you? This is perhaps one of the most difficult questions because the answer relies on many factors from financial to emotional to physical to mental. Each of these components works together to help you decide what retirement will look like for you. And the best read more...