We know that thinking about the end of life can be difficult. Life is busy, and it’s easy to put off getting your estate documents in place. Though the average life expectancy in the U.S. is 79.5 years, estate planning …
They say that a checkbook and a calendar never lie. If that’s true, and we believe it is, then we should occasionally ask ourselves an important question: If an impartial observer tallied up how we spend our time and money, …
Recently, the broad consensus has been that inflation is under control again. Even in light of this week’s reading, the data appears clear: Inflation is mostly back under control with the most recent headline inflation reading coming in at 3.1%.[1] It may …
We are excited to share our review of 2023, which we call “Signal in the Noise.” This phrase is comprised of two important components: Signal is meaningful information, and Noise is the random, often unwanted, distraction that interferes with the …
As we approach the merger between TD Ameritrade and Charles Schwab, we’ve spoken with several clients that have asked why we’re changing companies. Please know that your TVFP team and company are not changing. As independent advisors, we choose which …
Charles Schwab Transition Update As you may be aware, in 2019, The Charles Schwab Corporation acquired TD Ameritrade and its related businesses. Since then, they have been working diligently behind the scenes to facilitate the seamless transition of TD Ameritrade …
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture …
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets, most notably as an opportunity for you to support the causes and organizations that reflect …
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of …
Market turbulence? We’ve got some thoughts to share. Higher-than-expected inflation data slammed investor expectations and rippled through markets, causing a broad selloff, and we expect to see more volatility in the coming weeks.1 Why are markets selling off? Folks hoped …
