Thomas Financial Services

12/11/2021

What’s going to happen next?

When it comes to your money, that question feels especially high-stakes. What if that investment decision backfires? Will I be richer or poorer next year? Can my savings last? Let's talk, send us a message with your retirement concerns.

12/09/2021

Much like football, retirement income planning is a game of complex strategy and tactics. Lucky for you, our team can help you scheme the perfect playbook for retirement success.

12/05/2021

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.

Women in the United States generally retire around the age of 66.1 And for some women, there can be significant planning challenges involved in prepar

12/03/2021

Depending on the type of health insurance plan you choose, your deductible can be high or low and might have different expenses that count towards it. Here's 6 things to know before choosing.

Navigating the world of health insurance can be a particularly difficult process. Not only do you have to worry about the costs of premiums but also w

12/01/2021

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being str

11/27/2021

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their

11/25/2021

Any way you slice it...

11/24/2021

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting es

11/22/2021

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years, but 33% wer

11/18/2021

With people marrying later in life these days, coverage has become even more important.

When you marry, you buy life insurance, right? You buy it out of consideration for your spouse, and also so that in the event of untimely death, your

11/15/2021

If you haven’t started budgeting and managing your money yet don’t worry - it’s never too late. Our infographic shares 10 simple tips to help you get a handle on your finances.

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th

11/10/2021

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

For many Americans, Social Security is the bedrock of their entire retirement income plan. But when it comes to claiming Social Security benefits as a