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A Financial Checklist for Life-Changing Events

Submitted by TLWM Financial on October 4th, 2023

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody who experiences life-changing events, including getting a new job, marriage, debt repayment plans, buying a house, and more.

Tags:
  • budgeting
  • Business Owners
  • Caring for Elder Parents
  • Changing Jobs
  • Children
  • College Planning
  • Death of a Spouse
  • Divorce
  • Financial Planning
  • Home Buying
  • Marriage
  • Terminal Illness
  • Read more

The FIRE Method: What It Is & How To Do It

Submitted by TLWM Financial on June 28th, 2023

Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision.

Tags:
  • budgeting
  • financial review
  • Retirement Planning
  • Read more

Teaching Your College-Age Child about Money

Submitted by TLWM Financial on May 25th, 2023

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college.

Tags:
  • budgeting
  • College Planning
  • Read more
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