True Financial Partners

06/16/2026

Retirement doesn't have to be as complicated as it feels.⁣
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Most people come in thinking they're behind or that they've missed something. A lot of the time, once we actually map everything out together, the picture is a lot better than they expected.⁣
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Sometimes you just need someone to help you see it clearly. That's what we're here for. ⁣🤝🔍
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06/15/2026

Have you ever considered annuities for your retirement strategy but then heard they were too expensive or complex? Let us set the record straight in this week’s blog about annuity myths and facts. Check it out here:

When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically replaces only about 40% of pre-retirement earnings. To bridge that

06/12/2026

Please help us welcome Brady to the TFP team!⁣
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From day one, he’s brought a great attitude, strong work ethic, and team-first mentality. He's already fitting in, and we can't wait for you to meet him if you haven't already ⁣👋
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We are so glad to have you here, Brady!! ⁣

06/11/2026

𝐐𝐮𝐢𝐜𝐤 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐝𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐰𝐡𝐞𝐧 𝐲𝐨𝐮'𝐫𝐞 𝐠𝐨𝐢𝐧𝐠 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐜𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐧𝐠 𝐒𝐨𝐜𝐢𝐚𝐥 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲?⁣
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Most people have a rough age in mind, but haven't actually run the numbers. ⁣
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And the difference between the right and wrong timing for your situation can be tens of thousands of dollars over your lifetime.⁣
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If you haven't had that conversation yet, it's worth having before you get too close to retirement. ⁣
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𝘚𝘰𝘶𝘳𝘤𝘦: 𝘚𝘰𝘤𝘪𝘢𝘭 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘺 𝘈𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯⁣⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭.⁣⁣

06/09/2026

Round two. Tom's back teaching another Social Security workshop today.⁣
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Same material, completely different questions every time, which is kind of the point. Everyone's situation is different and there's no one-size-fits-all answer when it comes to when and how you collect.⁣
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Looking forward to another great conversation today.⁣📓✏️
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06/08/2026

June is Annuity Awareness Month! Let’s take a look at how annuities work and how they might be able to play a part in your retirement income strategy:

June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National Association for

06/05/2026

Is it possible to align your values with your investing? And what are the options? In celebration of World Environment Day this Friday, let’s take a look at values-based investing in this week’s blog.

You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their

06/04/2026

Social Security seems straightforward until you actually sit down and look at it.⁣
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There are over 100 ways for couples to collect benefits, and the difference between the right and wrong choice can be $110,000 or more over a lifetime. Most people never even know those options exist.⁣
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Tonight, Tom Stahle, CFP® is teaching a free community workshop on exactly this. It's one of our favorite things we do, getting this information in front of people before they make a decision they can't undo.⁣
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𝘚𝘰𝘶𝘳𝘤𝘦: 𝘚𝘰𝘤𝘪𝘢𝘭 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘺 𝘈𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯⁣
𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺; 𝘯𝘰𝘵 𝘵𝘢𝘹, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘪𝘻𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘭𝘰𝘴𝘴 𝘰𝘧 𝘱𝘳𝘪𝘯𝘤𝘪𝘱𝘢𝘭.⁣
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05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help

05/21/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely...