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financial review

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
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6 Retirement Tips for the Sandwich Generation

Submitted by TLWM Financial on June 28th, 2023

Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children.

Tags:
  • financial review
  • Retirement Planning
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Benefits of Owning a Second Home in Today’s Market

Submitted by TLWM Financial on May 25th, 2023

Summer is here and with it are fanciful dreams of owning a second, seasonal home. Maybe it’s a beachside bungalow or a mountain cabin or a lakefront cottage with a front porch and a sweeping view of the sunlight on the water. All of them no doubt sound enticing, but fulfilling this dream takes attention to detail and a firm vision of your long-term goals.

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  • financial review
  • second home
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Financial Planning Challenges and Strategies for the Sandwich Generation

Submitted by TLWM Financial on May 25th, 2023

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1

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  • financial review
  • Retirement Planning
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5 Ways to Protect Your Home from Summer Storms

Submitted by TLWM Financial on May 25th, 2023

[QUESTION]

I know that hurricane season starts on June 1. What should I be doing to protect my home (and my finances) from storms this summer?

[ANSWER]

Tags:
  • financial review
  • insurance
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5 Tips for Shopping on Small Business Saturday

Submitted by TLWM Financial on November 14th, 2022

There’s no question that November and December are the biggest times of year for shopping. But this year, it’s more important than ever to shop small and benefit your community.

Supporting local businesses means you’re supporting your friends and neighbors. And you’re likely to find unique items in mom-and-pop shops that you can’t find anywhere else.

Tags:
  • financial review
  • small business
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A Year-End Tax Planning Checklist

Submitted by TLWM Financial on November 14th, 2022

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with that shiny new year right around the corner, meeting end of year deadlines and getting tax efficiencies in place now may prepare us for a smoother transition.

Tags:
  • financial review
  • Retirement Planning
  • Taxes
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