May
01
In this blog post for TFS Advisors, we want to dig into how business owners can work with a financial planner to create holistic strategies that support their lives, businesses, and a seamless retirement transition. Financial Planners are often good sources for the resources and relationships needed to transition a…
Apr
15
When you’re a business owner, retirement may seem like it’s on an ever-receding horizon. There’s always more work to be done, and finding the time to map out the financial aspect of walking away from your work can be tricky. Whether you love what you do or you only launched…
Mar
15
Inclusivity is the idea that all types of people must be included in work and daily life, no matter their differences. Whatever benefits are available must be accommodating and available to everyone. Have you ever thought about inclusion in terms of finances? You likely haven’t unless you’ve lived it. That’s…
Mar
01
The word “value” has a certain weight to it. You don’t typically throw it around as a title for just anything, so why is it hard to identify precisely what it means to you? You know your values, but it can be hard to label or capture their essence within…
Feb
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…
Feb
01
Mid-January some retirees think, "That's it, I'm done with the cold." Let’s face it—winter is often better in theory than in practice, especially as we age. From increased fall risk to aching joints to social isolation, winter can be a challenging season for many retirees. That’s why so many people…
Jan
31
This week, we are with Purse Strings Approved Professional Dale Terwedo, Certified Financial Planner and Founder at TFS Advisors. We always hear about investing in the stock market, so let's see if this is the year to jump in! Financial Planner Dale Terwedo, CFP, ChFC, CLU, BFA from…
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