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…
Jan
15
Senior living isn’t a one-size-fits-all experience. Your needs, preferences, and passions are unique; not every community will fit the bill. Frequently, people exclusively associate nursing homes with senior living. But the reality is that only 3% of senior citizens live in nursing homes. Retirees can choose from over 5,000 continuing…
Jan
01
Whether it’s a day hiking at the parks or whale watching on the ocean, Edmonds is the perfect destination for retirees to live out their golden years. Let’s delve into the many activities available for retirees in Edmonds and how to find the right community for you. Explore The Local…
Dec
10
We have some exciting news! At the end of 2022, our Vice President Aaron Terwedo is earning the Chartered Financial Consultant® (ChFC®) designation. Aaron is already an extremely knowledgeable and experienced financial advisor, so you might be curious about what this designation means for him and the services we provide…
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