The Advisor Group has provided us with these handy tips for protecting your Zoom meetings. With more and more people working and connecting virtually, we hope this advice is useful! Don’t Share Your Personal Meeting ID Online Don't share your personal meeting ID (PMI) online to host public events your…
Apr
08
Apr
03
The stock market is volatile. The stock market will make corrections. The stock market constantly changes. These are all things that you have heard before and probably internalized to a certain degree. In your head, you know that the stock market will correct itself and your investments may lose value.…
Mar
15
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…
Mar
04
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,…
Mar
03
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…
Feb
18
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…
Feb
01
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…