July 20, 2020
An advisor’s most valuable asset isn’t money in an account. It isn’t returns, percentages, fractions, and proven formulas. The most valuable asset for a financial advisor is much simpler than that. It taps into the very essence of the profession and what is destined to keep it alive, Trust Without read more...
July 5, 2020
Let’s start today’s post off with a story. Dan and Darcy have lived in Washington State their entire adult lives. They met in Seattle and remained near the area bouncing in and out of the city as they worked and raised their 2 kids. As recent empty-nesters, the couple wants to read more...
June 14, 2020
Financial planning for couples is a wonderful and exciting challenge. With two unique viewpoints, needs, goals, and priorities finding the right balance to respect and enhance both partner’s visions is an important task. Here at TFS, we serve many clients who are married or have long-term relationships and have discovered read more...
June 2, 2020
Retirement can last a long time. Depending on when you decide to retire, you could be living in your golden years for 30 years or more. Planning for your expenses a few decades at a time will take time, attention, and proper execution to give you the life you have read more...
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...