Welcome back, readers. We are so excited to jump right into the second part of our Medicare series, focused on Medicare Supplement Plans. Again, we would like to take some time to acknowledge our colleague, Shirley Van Nostrand at Advantage Insurance Benefits for it is through her expertise that we…
Oct
14
Oct
01
With the Medicare Annual Enrollment period right around the corner, it is time to start thinking about your elections for next year. Whether you are new to enrollment or a veteran, it is important to take some time to evaluate the type of plan that will be best for your…
Sep
15
Is there ever such a thing as being ready to retire? Here at TFS, we believe that the right time to retire is when you find balance and cohesion in your financial and personal life. So how do you know when you’ve reached that state? Recently, I took off a…
Sep
05
Handling your finances isn’t always a walk in the park. Getting a financial plan to work for you can be time-consuming and stressful, but it doesn’t have to be. There are so many tools and strategies available to you to help take the stress out of your finances. Let’s see…
Aug
13
Life is filled with so many moments, big and small, that chart the paths we take. Each of these moments is strung together to help create the larger picture of our lives, the memory, the legacy. Legacy is an important topic to think about, no matter what season of life…
Aug
01
Sometimes it seems there are so many “rules” for retirement. Saving a certain amount of money, waiting until the right time, creating a proper plan for your future. And while all of those “rules” are important, planning for retirement is very different from actually being in retirement. For many years,…
Jun
19
How does balance play a role in your life? I know that life gets busy and that business can take away from our overall balance. In this piece today, I would love to share with you a few tried and true ways to maintain balance in your finances. Be Honest…