financial review
6 Retirement Tips for the Sandwich Generation
Submitted by TLWM Financial on June 28th, 2023Adults 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.
Benefits of Owning a Second Home in Today’s Market
Submitted by TLWM Financial on May 25th, 2023Summer 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.
Financial Planning Challenges and Strategies for the Sandwich Generation
Submitted by TLWM Financial on May 25th, 20235 Ways to Protect Your Home from Summer Storms
Submitted by TLWM Financial on May 25th, 20235 Tips for Shopping on Small Business Saturday
Submitted by TLWM Financial on November 14th, 2022There’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.
A Year-End Tax Planning Checklist
Submitted by TLWM Financial on November 14th, 2022For 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.