Sep
01
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
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
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
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
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
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
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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