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…
Jan
24
Jan
15
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…
Jan
01
Investing is an important part of your financial plan. But investing looks different for each person. Your investment strategy relies on many factors including your goals, risk tolerance, timeline, and mindset. Here at TFS, it is our goal to guide you through the investing practices and decisions that make the…
Dec
15
Welcome back! We are excited to bring you the second part of our estate planning series where we emphasize adding value and meaning to your legacy planning strategy. Ron Blue’s book Splitting Heirs was the catalyst for these posts and we hope you are deriving an immense amount of value…
Dec
01
We would like to begin today’s post with a couple of questions: What does wealth mean to you now? How does your definition of wealth alter when you look at it through the lens of your legacy? Your attitude and philosophy concerning your wealth play an important role in your…
Nov
15
It’s no surprise that the 2018 Tax Cuts and Jobs Act changed the way people approach their tax planning strategy. With the standard deduction nearly doubling to $12,000 for single filers and $24,000 for joint filers, a number of households will not be able to take advantage of itemized deductions…
Nov
04
Our Medicare trilogy is coming to a close today and we are going out with a bang. Today’s post digs into the intricacies of prescription drug plans. Part D is often one of the most misunderstood aspects of Medicare and today we want to walk you through the four stages…