Free Resources

Considering Edmonds, Washington for your retirement? This comprehensive guide walks you through everything you need to know about retiring in this picturesque Pacific Northwest community located just 15 miles north of Seattle on the shores of Puget Sound. You’ll discover essential information about housing options in Edmonds’ competitive real estate market, Washington’s unique tax landscape (including the state’s lack of income tax), comprehensive healthcare facilities from Swedish Edmonds Hospital to specialty care clinics, and accessible transportation options like Community Transit, Sound Transit rail, and the Edmonds-Kingston Ferry. The guide also explores how Edmonds supports an active, engaged retirement lifestyle through the Edmonds Senior Center, Creative Retirement Institute, local farmers markets, waterfront parks, and a vibrant arts scene featuring the annual Edmonds Arts Festival. Perfect for anyone in the pre-retirement planning stage or actively searching for their ideal retirement location, this guide provides the practical foundation you need to make an informed decision about whether this charming coastal city is the right fit for your next chapter.

Are you ready for retirement? Our comprehensive Retirement Preparedness Checklist helps you assess your readiness across three critical phases: before retirement, as retirement nears, and after retirement. This interactive tool walks you through essential considerations including financial planning, healthcare coverage, estate planning, and lifestyle preparation. Whether you’re decades away from retirement or already enjoying your next chapter, this checklist ensures you haven’t overlooked important details. From understanding your Social Security benefits and Medicare options to creating a wellness plan and building a strong support network, this resource helps you approach retirement with confidence. Download your free checklist today and take control of your retirement journey.

Retirement planning doesn’t have to feel overwhelming. Our Retirement Preparedness Guide provides clear, actionable insights to help you build confidence as you approach this important life transition. Written by TFS Advisors founder Dale Terwedo, CFP®, this comprehensive resource uses the metaphor of flight planning to make complex financial concepts accessible and practical. From establishing your retirement goals to navigating market volatility and choosing the right financial advisor, this guide covers the essential tools and strategies you need for a successful retirement. You’ll discover how to create a financial plan tailored to your needs, understand when to claim Social Security, prepare for healthcare costs, and build a fulfilling post-retirement lifestyle. Whether you’re just starting to think about retirement or preparing to make the transition in the next few years, this guide offers valuable insights grounded in more than 40 years of experience helping clients create retirement plans they can trust.