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TFS Advisors – Washington State Financial Advisors TFS Advisors – Washington State Financial Advisors
  • HOME
  • OUR CLIENTS
  • OUR TEAM
  • SERVICES
  • RESOURCES
    • EVENTS
    • FREE RESOURCES
    • BLOG
    • VIDEO LIBRARY
  • CONTACT US
Sep 01

How to Detect and Protect Your Loved Ones From Senior Financial Abuse

Caring for aging loved ones is more than providing physical and emotional care. Older adults are vulnerable in various ways, and some predators attempt to reach them from all directions.  An estimated  37% of older adults in the United States have experienced financial abuse. While that’s an alarming number, it’s…
Aug 08

How To Get The Right Medical Coverage To Support Your Snowbird Lifestyle

People who plan to snowbird or split their time between two places in retirement have a lot to consider—finances, taxes, community, lifestyle, housing; the list goes on and on.  Once you determine the “major” stuff like where you want to live, how you’ll use your values to create routines and…
Aug 01

Ask a Financial Expert: Mutual Funds vs. ETFs

Have you felt a shift in the air? Been sensing a change in the world of investment strategies? We haven’t reached the end of summer, so it shouldn’t be a cool fall breeze (not yet, at least!). Rather, you've likely noticed the U.S.’s lean from Mutual Funds to Exchange Traded…
Jul 12

Step One To A Richer Retirement is Defining Your Values, Here’s Why

Brainstorming ideas for how you’ll spend your retirement can be like trying to find the “x marks the spot” on the treasure map, except there’s no map! You might have a few ideas of “bucket list” items you know you’ll want to accomplish, but how will you spend your time…
Jul 01

Why Retirees Could Benefit From Breaking The 4% Rule

What’s the best part about having rules? Breaking them.  From curfew to grammar to math to strategy, breaking the rules leads to unique experiences and opportunities.  When you plan for retirement, there seems to be a never-ending litany of rules guiding you along your path. But some rules were made…
Jun 28

The Benefits of Working with a Certified Retirement Coach

It was a pleasure going live with Maggie Nielsen of Purse Strings! From Purse Strings:  We focus a lot on financially planning for retirement - but once you leave the career you've been invested in - what's next? Dale Terwedo, CFP, and Founder at TFS Advisors will talk to us…
Jun 10

Your Ideal Retirement Is In Reach, Here’s How to Manifest It

It’s a rainy Sunday afternoon, and you’re baking chocolate chip cookies. You touch the ingredients, see them rising in the oven, hear the buzz of the kitchen timer, smell the buttery brown sugar, and finally taste the fruits of your labor.  Your five senses (taste, smell, sight, hearing, touch) help…
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About Our Blog:

TFS Advisors is a fee-only advisory firm located in Edmonds, WA.

Our blog contains our thoughts on everything from starting a portfolio to drawing income from it in retirement. Many of our posts focus on answering frequently asked questions we receive from clients.

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100 2nd Ave S., Suite 300. Edmonds, WA 98020

While TFS is a fee-only advisory firm, staff members are also able to provide other products such as life insurance to fulfill the needs of the financial plan which may result in a commission. In such cases, we provide full disclosure of any benefit we may receive.

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TFS Advisors, LLC. Investment advisory services offered through TFS Advisors, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice.

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