May
03
Women’s contributions to society are boundless. But even as they continue to trailblaze the labor market and find greater financial power, one critical wildcard remains—longevity. On average, Women earn less than men—about 82 cents to the dollar, according to NBC News. They are more likely to take breaks from their…
Apr
23
Life is full of contradictions, compromises, adjustments, and balancing acts. Retirement is no different. Building a retirement plan that encapsulates your goals and values as well as stands the test of time is a challenging task, one that generally can’t be done without a little bit of risk. Risk in…
Apr
19
There are a number of resources available to consumers who want to research their advisor before moving forward with an engagement. #1: FINRA Broker Check This tool is a that allows you to find out: Whether a firm is registered to sell securities, offer investment advice, or both.…
Apr
15
It’s April, so the tax articles have to keep on coming! Welcome to part 2 of our tax mini-series. Today, we’re going to dive into our final tips to help bring tax efficiency to your money year-round. As always, be sure to work with your CPA before implementing any strategies…
Apr
01
Many people tend to put off several yearly chores—annual physical exams, deep spring cleaning, routine home, and car maintenance, and filing taxes. It’s easy to adopt a one-track mind when you hear the word taxes, and it’s often always in concert with blushing blooms and allergy season—spring. While filing taxes…
Mar
15
Welcome, readers! We’re excited to announce that we recently launched our TFS Office Hours virtual Q&A, where we tackle your most pressing financial planning questions. We wanted to create a safe, open, and welcoming environment for people to anonymously submit questions and hear us talk more in-depth about the topics…
Mar
01
There are several reasons to watch the Super Bowl—competition, the love of the game, the halftime show, and for some, most importantly, the commercials. Superbowl commercials have developed a reputation for bold storytelling and unforgettable ad campaigns. Rocket Mortgage’s “be certain, not pretty sure" is one for the books. The…
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