TMS Financial

07/20/2026

Life insurance is often framed as something you only think about "just in case."

But for many people, it can be part of a broader financial foundation — supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

Call us at 920-432-1985 to schedule an appointment to discuss life insurance options.

07/15/2026

Investing in the future goes beyond financial planning – it starts with supporting the next generation.

Members of the TMS Financial team were honored to attend CollegeReady's 2026 Lamp of Knowledge Celebration, where we proudly presented a scholarship to a deserving Bay Port High School senior.

The recipient will be attending Northeast Wisconsin Technical College before continuing their education at the University of Wisconsin-Green Bay, pursuing a degree in Business Administration, a field that is especially meaningful to all of us at TMS Financial.

At TMS Financial, giving back to our community and investing in future leaders is one of the many ways we're helping build a stronger tomorrow.

07/13/2026

Summer means the kids will be out of school, making it an excellent time to plan a family getaway. Check out this list of the best summer vacation spots for family fun. These destinations are sure to create lasting memories for you and your loved ones.

All-inclusive? Outdoorsy? Thrilling? We've got something for everyone.

07/08/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

07/06/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

07/04/2026

Have a fantastic and safe Independence Day, filled with joy, laughter, and patriotic pride! 🎉🥳🎇

07/02/2026

07/01/2026

Summer travel may come with higher costs this year, as airfare, gas, lodging, dining, and activities all reflect broader price pressures.

Average domestic airfare is about $383, up $89 from last year, while gas prices have risen $1.42 per gallon from a year earlier.

Other travel-related expenses are also higher. Activities are up by more than 5.5%, lodging costs are up by 4.3%, and dining out prices are up by more than 3.6%.

Even with higher prices, many Americans are still taking trips, though some may choose destinations closer to home to help manage overall costs.

These trends show how inflation can affect more than everyday essentials — it can also shape how households approach travel, leisure, and seasonal spending.


Source:

Gas prices, airfares, accommodations and other vacation essentials are more expensive this year compared to last year.

06/29/2026

Nothing beats a cool treat on a hot summer day!

To help our team beat the heat, we invited the BrainFreeze Ice Cream Shoppe truck to stop by our Green Bay office. It was a great opportunity for our hardworking employees to take a quick break from their busy day and enjoy some delicious ice cream.

At TMS Financial, we believe taking care of our TMS Family is just as important as taking care of our clients. When our team feels appreciated and supported, they're able to provide the exceptional service and personalized care our clients have come to expect.

A big thank you to BrainFreeze Ice Cream Shoppe for helping us make the day a little sweeter!

06/28/2026

Insurance plays a crucial role in safeguarding your financial well-being. From auto and home insurance to health and life insurance, it provides a safety net when the unexpected happens. On Insurance Awareness Day, take some time to learn more about the types of coverage available.

Did you know that TMS Financial offers not only life insurance, but also health insurance options too? From Medicare Advantage and Supplements to ACA Marketplace Insurance and Short-term Medical Coverage, we have the perfect solution for you. Call us today to schedule your consultation 920-432-1985.