True Financial Partners

09/03/2026

We think everyone deserves someone in their corner who will.⁣ 🤝
⁣⁣⁣⁣⁣⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣. ⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣

09/01/2026

Here's a number that tends to surprise people:⁣
⁣
A 65-year-old couple retiring today can expect to spend an estimated $345,000 on healthcare over the course of their retirement. And that's with Medicare.⁣
⁣
It's not a reason to panic. But it is a reason to plan. Healthcare is one of the biggest expenses most people forget to account for when they're building a retirement budget.⁣
⁣
If that number makes you want to double check your plan, that's probably a good instinct.⁣
⁣
𝘚𝘰𝘶𝘳𝘤𝘦: 𝘍𝘪𝘥𝘦𝘭𝘪𝘵𝘺 𝘙𝘦𝘵𝘪𝘳𝘦𝘦 𝘏𝘦𝘢𝘭𝘵𝘩 𝘊𝘢𝘳𝘦 𝘊𝘰𝘴𝘵 𝘌𝘴𝘵𝘪𝘮𝘢𝘵𝘦, 2025⁣
⁣⁣⁣⁣⁣⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣. ⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣

08/31/2026

Planning for retirement as a couple means preparing for two individual timelines, health needs, and life expectancies—not just a shared combined budget. Designing a strategy that protects both of you ensures the surviving spouse stays financially secure no matter what lies ahead.

Check out the full blog here:

When couples sit down to talk about retirement, the conversation usually starts in the same place. When can we retire? Will we have enough? What will our life look like? Those are the right questions. But tucked inside the word "we" is a complexity that doesn't always get enough

08/28/2026

Had a great meeting recently with a couple who came in at very different places.⁣
⁣
One of them felt ready to retire. The other wasn't so sure. They'd never really sat down and talked through the numbers together, so they were each working off their own assumptions, which weren't exactly the same.⁣
⁣
By the end of the meeting they were on the same page for the first time. Same timeline, same plan, same picture.⁣
⁣
That one felt good.⁣ 👍
⁣⁣⁣⁣⁣⁣⁣⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣. ⁣⁣⁣⁣

08/25/2026

Red market days are tough, but they’re also great teachers. Instead of panicking during dips, use them to sharpen your long-term strategy.

Read more:

Imagine the market dropped today. Maybe it was a hundred points. Maybe it was a thousand. Maybe you checked your account balance, felt your stomach drop along with it, and spent the rest of the afternoon wondering if you should do something. That feeling is completely normal. It's also

08/25/2026

🎉 Happy Birthday, Monique! 🎉

We’re so lucky to have you on our team and appreciate all the warmth and personality you bring to TFP. We hope your birthday is filled with family, friends, good food, and plenty of fun! 🥳🎂

08/21/2026

If you're 73 or older, here's a friendly reminder: your Required Minimum Distribution needs to come out before December 31.⁣
⁣
It sounds simple but life gets busy and it's one of those things that has a real penalty if it slips through the cracks. The IRS doesn't offer much grace on this one.⁣
⁣
If you haven't taken yours yet or aren't sure where you stand, now is a great time to check in.⁣
⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣. ⁣⁣⁣⁣⁣⁣

08/20/2026

The kids of the TFP team are heading back to school! 🎒🍎✏️⁣
⁣
We asked our team if they'd be willing to share a few first day photos, and we are so glad they did. Safe to say we have some pretty great kids around here.⁣
⁣
From our families to yours, here's to a great school year ahead!

08/19/2026

Here's a Social Security detail that surprises a lot of couples.⁣⁣
⁣⁣
Even if one spouse never worked or had very limited earnings, they may still be entitled to a Social Security benefit based on their partner's record. In some cases, that benefit can be up to 50% of what the working spouse receives.⁣⁣
⁣⁣
It's one of over 100 ways couples can collect, and one that's easy to miss if you're not looking for it. Worth knowing before you make any decisions. ⁣⁣
⁣⁣
𝘚𝘰𝘶𝘳𝘤𝘦: 𝘩𝘵𝘵𝘱𝘴://𝘸𝘸𝘸.𝘴𝘴𝘢.𝘨𝘰𝘷/⁣⁣
⁣⁣⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 𝘢𝘯𝘥 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘰𝘳 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘚𝘰𝘤𝘪𝘢𝘭 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘺 𝘈𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘢𝘯𝘺 𝘨𝘰𝘷𝘦𝘳𝘯𝘮𝘦𝘯𝘵 𝘢𝘨𝘦𝘯𝘤𝘺. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣⁣. ⁣𝘊𝘭𝘢𝘪𝘮𝘪𝘯𝘨 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘦𝘴 𝘴𝘩𝘰𝘶𝘭𝘥 𝘣𝘦 𝘦𝘷𝘢𝘭𝘶𝘢𝘵𝘦𝘥 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘺𝘰𝘶𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴.⁣⁣

08/17/2026

Did you know your beneficiary designations can actually override what’s in your will? 📄

Estate planning isn't just about assets—it's about making sure your family isn't left guessing during a crisis. Check out our quick guide on the 4 key things everyone needs in place.

There's a conversation that most families never have. Not because it isn't important — everyone knows it is. Not because it's complicated — it doesn't have to be. But because it touches on things we'd rather not think about: aging, illness, death, and what happens to everything we've