Aug
10
If there is one thing you can count on, it’s the rising cost of education. The United States spends more on college than any other country, according to the Organization for Economic Cooperation and Development (OECD). With families averaging about $30,000 per student a year, assuming a 4-year graduation rate…
Jul
20
An advisor’s most valuable asset isn’t money in an account. It isn’t returns, percentages, fractions, and proven formulas. The most valuable asset for a financial advisor is much simpler than that. It taps into the very essence of the profession and what is destined to keep it alive, Trust Without…
Jul
05
Let’s start today’s post off with a story. Dan and Darcy have lived in Washington State their entire adult lives. They met in Seattle and remained near the area bouncing in and out of the city as they worked and raised their 2 kids. As recent empty-nesters, the couple wants to…
Jun
14
Financial planning for couples is a wonderful and exciting challenge. With two unique viewpoints, needs, goals, and priorities finding the right balance to respect and enhance both partner’s visions is an important task. Here at TFS, we serve many clients who are married or have long-term relationships and have discovered…
Jun
02
Retirement can last a long time. Depending on when you decide to retire, you could be living in your golden years for 30 years or more. Planning for your expenses a few decades at a time will take time, attention, and proper execution to give you the life you have…
May
15
On August 14, 1935, President Franklin D. Roosevelt signed a piece of paper that would change the way Americans viewed and funded retirement. That hot, late-summer day in our nation’s capital led to the dawn of a program that has survived now for nearly 85 years. While there have been…
May
01
As husband and wife, you have been there to support, love, and encourage each other through all of life’s journeys. Amidst the trials and tribulations through to the pure moments of comfort and jubilation. Each day has been a promise to stand by and walk with one another no matter…
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