When we envision our perfect retirement, we tend to think about travel, time with the grandkids and the passion projects we’ll finally tackle. Yet upon retirement, many of us find ourselves experiencing the same financial stressors we did during our working years, worrying about debt or how to aff...
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As I’ve gotten older, the days feel long but the years seem to go by quicker and quicker. As we find ourselves in November with Thanksgiving a few weeks away, the end of the year will go by in what feels like the blink of an eye. Before you know it, many conversations will center […]...
Whether you’ve been a client of TCI for 30 years or are beginning a financial planning journey, one of our fundamental principles is to educate people about investing. We believe education empowers investors to be confident in their financial plan and have a less stressful investment experience. S...
People are the sum of their parts. This means you, all your experiences, the people you’re surrounded by and what you eat, read, watch and listen to. Everything. Each of these parts has tremendous influence on us. If you’re new to investing, it can be easy to feel overwhelmed because there are f...
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...
It feels like everyone is ready to get out of town for the summer. There is a lot of pent-up travel energy from the past few years of pandemic doldrums, and everyone deserves a nice, long vacation. I typically like to send out a summer reading list in July, but Spring Fever is calling, and […...
While I’m incredibly proud of my current work as a financial advisor, and previously as a CPA, the financial industry as a whole hasn’t made my job easy. Unfortunately, the financial planning industry only makes the news when something bad happens, take this headline that circulated last...
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