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Leaving a Legacy: Tax Savings for Your Heirs

Leaving a Legacy: Tax Savings for Your Heirs

  Watch this free clip from the "Estate Planning in Your Retirement" online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for inheriting IRA accounts. With careful tax planning, Mark has the...

Learn to Avoid This Common Social Security Trap

  Retirement is your time to enjoy the things you postponed during your working years. Many of our clients enjoy being able to travel and indulge in the things they have saved for so diligently. Sometimes, paying for a long-awaited trip means withdrawing more...

Embrace Spring: 10 Active and Enriching Activities

Embrace Spring: 10 Active and Enriching Activities

As spring approaches, it’s a great time to get outside with activities that promote physical health, social connection, and mental well-being. Here’s a list of enriching spring-time activities tailored specifically for you: Nature Walks: Take advantage of local parks...

Tax Strategies Throughout Your Retirement

Your retirement will be as unique as you are. As we work with our clients at TRS, we tend to see our clients' priorities change and evolve throughout their retirement years. When you start to plan for your own retirement, we encourage you to consider four different...

6 Tips on Estate Planning

6 Tips on Estate Planning

Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning can potentially minimize your tax obligations. Read these tips below...

What is a Trust?

What Is A Trust? A trust is conventionally employed to reduce estate taxes and can provide additional advantages when incorporated into a carefully designed estate plan. A trust serves as a fiduciary arrangement empowering a third party, the trustee, to hold assets on...

Your Social Security Survivor Benefits

Losing a loved one can feel truly overwhelming. From paperwork to arrangements to finances, the to-do list can be daunting in an already vulnerable time. One of the things that can help ease families' financial burden when a loved one passes is understanding and...

Long-Term Care Coverage in Your Retirement

Having a long-term care policy can be a great way to pay for expensive long-term care costs. However, it’s important to carefully consider the tax implications associated with this decision. Travis Johnson, TRS financial planner and educator, helps us explore this...


Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.

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