It’s April, so the tax articles have to keep on coming! Welcome to part 2 of our tax mini-series. Today, we’re going to dive into our final tips to help bring tax efficiency to your money year-round. As always, be sure to work with your CPA before implementing any strategies…
Apr
15
Apr
01
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
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
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
09
How do you approach a task you’ve never done before? Most people move through a research, read, and repeat cycle. While you can glean a lot from blogs, videos, and books, there’s no real substitute for personalized help from a professional, especially when it’s something really important. Think about it…
Jan
15
Every day, people seek different ways to hold tight to the epochal moments in their life. From blurry photos of historic landmarks to souvenirs of life-changing travel to family recipes stained with sticky fingerprints, each of these items contributes to your and your family’s story. But how can this story…
Jan
04
Nothing is simple, straightforward, or intuitive when a spouse passes away. This challenging and trying time leaves many people assuming roles and responsibilities they never could have foreseen like heading both legal and financial obligations in their households. The stress of impending to-do lists compounded by immeasurable grief can be…