We don’t know what the future has in store for any of us. At TCI, we use financial planning to add some stability to the unpredictability of life. We know that tomorrow is going to look different than today and who knows what next year will bring. However, this is why the plans we build, […...
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Updated October 17, 2022 The Federal Student Debt relief program has launched a beta test of their student loan forgiveness application for borrowers up to $10,000 for all borrowers and $20,000 for Pell Grant recipients. Individuals who qualify must have federal direct loans and can check their loan...
When I am looking to do something, it doesn’t matter if it’s big or small, one of my first steps is to extensively research the topic. Often, I don’t notice I am doing it until after I’ve started; YouTube rabbit holes, exhaustive Googling and double (ok, triple) checking the manual to make s...
At TCI, we know that achieving your financial goals is a game of inches. It’s the small, (hopefully) consistent increases in our portfolios that add up over time that help get us to where we want to be. As your trusted partner along your financial journey, it’s our mission to share our ...
One of our jobs as financial advisors is to preserve and protect clients’ wealth. Even more important at TCI is to help preserve and protect assets that are far more precious than money: family relationships, a treasured heritage and the hopes and dreams of family members, old and young. Secre...
We all go through life with biases about ourselves, after all, who knows us better than we do? Not many people. These biases can lead to forming assumptions that, in turn, have the ability to influence other decisions. This is why we need feedback. Good or bad it helps shape our vision because we ca...
Today marks the five-year anniversary of a wealth management milestone. On Friday, June 9, 2017, the United States Department of Labor enacted a new rule that required all financial advisors providing advice regarding qualified plans must forego any sales agenda and give advice that would benefit th...
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