Dec
03
Trust is the most valuable asset a financial advisor has in their arsenal, but are clients giving away their trust too easily? A study by Personal Capital reported in the Financial Advisor Magazine suggests that could be the case. Their 2019 report found that 48% of respondents believed that all…
Nov
06
Welcome back! Our Medicare amusement park ride is about to come to an end. We are pleased to present our third and final installment of our Medicare Series with insurance professional Kelly Allen at Kelly Allen Agency. Kelly is one of our strategic partners who we include in our mission…
Nov
03
Welcome back, readers. With Medicare’s annual enrollment upon us, we are delighted to bring you the second installment of our Q&A with Kelly Allen at Kelly Allen Agency. We spoke to her about the ins and outs of Medicare and found answers that everyone enrolled in Medicare needs to know. …
Oct
31
Here at TFS, it’s our goal to serve clients in the best way possible and sometimes that involves strategic collaboration with other industry leaders. We act as a quarterback for our clients, bringing in other professional relationships as needed to give you the finest team possible. When it comes to…
Oct
16
When asking the question, what do you want your retirement to look like, there is a never-ending list of answers. Some people want to travel the world. Others strive to build fulfilling encore careers, and others simply can’t wait for the day when they can live their life on their…
Sep
24
Have you ever had an elaborate vision but weren’t sure how to make it happen? Take a home renovation, for example. You might long for an open concept main floor but don’t know which walls are load-bearing and which aren’t. Opening up walls can also lead to other issues like…
Sep
01
What is one thing you always do before going on a trip? You make a plan. Whether you are the type of person who plans out every meal in advance and maps out the quickest routes or someone who likes a more laid-back schedule and gets lost among avenues, you…
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