Traction Financial Partners

08/26/2026

Financial terms don’t have to be complicated! 📖

This month’s glossary spotlight is RMDs. Reach out to our team to learn how specific strategies for your RMDs may fit into your overall retirement plan.

If there’s a financial term you’ve heard but never quite understood, drop it in the comments! We may feature it in an upcoming glossary post.

08/21/2026

Back to school season is the perfect time to check in on your family’s college savings strategy!

A 529 plan can help you save for qualified education expenses while offering valuable tax benefits. Whether you’re opening a new account, increasing contributions, or reviewing an existing plan, a little planning today can make a big difference down the road. 🎒

08/17/2026

⏰ Reminder: Our Understanding Medicare Webinar is tomorrow!

Join guest speaker Jeff Roche for a clear, practical walkthrough of Medicare: its history, the different parts, when to enroll, what it costs, and how Medigap and Medicare Advantage compare. We'll also cover what to do if you're still working past 65.

Whether you're approaching eligibility or just want a better handle on your options, this is your chance to get real answers straight from Jeff.

🗓️ Tuesday, August 18th, 2026
🕚 4:00 PM MST

Spots are still open. Register now to save your spot.

https://zoom.us/webinar/register/WN_tMjuyDrTQ7a784tGEuVgmw #/registration

Join us for our Understanding Medicare Webinar, featuring guest speaker Jeff Roche, for a timely look at your options and how to navigate them with confidence.

🗓️ Tuesday, August 18, 2026
🕓 4:00 PM MST

We'll cover the history of Medicare, the different parts and when to enroll, costs, Medigap, Medicare Advantage, and working past 65. Whether you're approaching eligibility or just want to understand your options better, this is a great chance to get your questions answered directly from Jeff.

Register here: https://zoom.us/webinar/register/WN_tMjuyDrTQ7a784tGEuVgmw

08/05/2026

Join us for our Understanding Medicare Webinar, featuring guest speaker Jeff Roche, for a timely look at your options and how to navigate them with confidence.

🗓️ Tuesday, August 18, 2026
🕓 4:00 PM MST

We'll cover the history of Medicare, the different parts and when to enroll, costs, Medigap, Medicare Advantage, and working past 65. Whether you're approaching eligibility or just want to understand your options better, this is a great chance to get your questions answered directly from Jeff.

Register here: https://zoom.us/webinar/register/WN_tMjuyDrTQ7a784tGEuVgmw

08/03/2026

We're thrilled to welcome Tiffany Charles to Traction Financial Partners as our newest Wealth Advisor!

After 15 years guiding individuals, families, and business owners toward financial confidence, she brings not just expertise, but genuine care to every relationship she builds.

There's a moment in every financial conversation where the numbers stop being numbers, they become a family's future, a business owner's next chapter, or a parent's peace of mind. That's the moment Tiffany lives for.
Outside the office, Tiffany treasures time spent traveling with family and friends and building meaningful connections throughout the community.

Welcome to the team, Tiffany!

08/02/2026

Happy birthday to Drew Barnes, CFP®, our Director of Financial Planning!

We're grateful for the expertise and care you bring to every client relationship at Traction Financial Partners.

Hope your day is a great one, Drew!

07/24/2026

This month's spotlight is on Drew Barnes, our Director of Financial Planning here at TFP.

Drew graduated from CU-Boulder with a degree in Economics, where he also met his wife, Laura. This October, they'll celebrate 10 years of marriage. Over the past decade, he has helped hundreds of individuals, families, business owners, and nonprofits with comprehensive financial planning, tax strategies, and investment management.

Outside the office, Drew keeps a healthy lifestyle and shares his life with Laura and their three dogs. If he's not with family, there's a good chance you'll find him on the golf course.

We're so glad to have Drew leading our financial planning team.

07/21/2026

⏰ Reminder: Our Mid-Year Market Recap and Outlook Webinar is happening tomorrow!

Join Evan Barnes, Founder and Chief Investment Officer, and Drew Barnes, CFP®, Director of Financial Planning, for a conversation on the market trends and economic developments from the first half of the year, and what they could mean for what's ahead.

🗓️ Wednesday, July 22, 2026
🕚 11:00 AM to 11:45 AM MST

There's still time to register:
https://zoom.us/webinar/register/WN_r9Rd9zc9SRaHGzgfhCt5NA

Join Evan Barnes, Founder and Chief Investment Officer, and Drew Barnes, CFP®, Director of Financial Planning, for a conversation on the market trends and economic developments from the first half of the year, and what they could mean for what's ahead.

🗓️ Wednesday, July 22, 2026
🕚 11:00 AM to 11:45 AM MST

Register here: https://zoom.us/
webinar/register/WN_r9Rd9zc9SRaHGzgfhCt5NA

07/17/2026

This week's term: Fiduciary.

At TFP, we are proud to be a fiduciary firm. It's a responsibility we take seriously, and it shapes everything we do, from the recommendations we make to the way we work with each client. When you work with us, you can trust that the advice you receive is always centered on you, not on what benefits us.

Not every financial professional operates this way, which is exactly why we think this term is worth understanding. Knowing the standard your advisor is held to can make all the difference in the advice you receive.

Have a term you'd like us to break down next? Let us know in the comments.

07/15/2026

Are you a high earner looking for more ways to save for retirement?

The Mega Backdoor Roth might be worth a conversation. This strategy lets eligible employees contribute above and beyond the typical 401(k) limits and convert those funds into a Roth account, unlocking tax-free growth down the road.

Drew Barnes, CFP® walks through how it works and who it makes sense for. Have questions? Our team is here to help.