income

TFS Closed End Fund Strategy

The strategy seeks to create portfolios of Closed End Funds (CEF’s) which provide a high level of current income with the potential for capital appreciation.The strategy will invest in CEF’s which are trading at significant discounts to Net Asset Value (NAV) and provide high levels of current income. These portfolios will primarily invest in the […]


Saving For Retirement Invalid Reasons to Avoid Doing It

When it comes to saving for your future, the process may seem overwhelming. After all, in these tough economic times, it’s easy to feel pressure from student loans, mortgage rates, banking fees, creditors, insurance and other expenses. Planning your retirement may seem like the last thing you need to prioritize. Millennial face the brunt of […]


What is Underwriting and How Does it Work?

Once you’ve finished your house search, made an offer for the property and been pre-approved for a mortgage, you may feel as though that home is yours. Unfortunately, however, the process is far from finished. You still have to prove your credit worthiness to the underwriter before everything will go through on the sale, and […]


The Best Money Tips For New Graduates

Graduating from college is a milestone that leaves many students overwhelmed with finding a new career, managing monthly expenses and paying off student loans. Finding a solution that allows you to manage your money wisely is the best way to start a new career, and an independent lifestyle, without accruing more debt than you can […]


Nine Ways To Be Prepared Against Always Changing Tax Laws

Nine Ways To Be Prepared Against Always Changing Tax Laws

Clients ask about how they can be prepared against always changing tax laws. One of the certainties of modern taxation is constant, unending change. Perusing the Congressional Budget Office’s (CBO) “Reducing the Deficit: Spending and Revenue Options”, convinces any thoughtful person that changing tax laws are inevitable. Preparing for new tax laws while considering how […]


Tips for Getting Your Finances in Order

It’s that time of year again.  When we start analysing our bank statements and credit card bills, as well as reviewing the fixed rate savings, cash ISAs and personal pensions on the market.  Once the festive season has been and gone, the financial season is well and truly upon us. Yes the new financial year […]


How to Avoid Moving Back in With Your Parents

We’ve all been there. The awkward moment when your parents think they’re finally free of you and then you knock at their door with all your possessions.  It might be a life transition, perhaps you’re moving house or you’ve just finished university. But beware! You tell your parents, “It’ll only be for a week or […]


Strategies for Long-term Investing

In the economic environment investors have had to endure the last 4 years, it is a wonder any can look beyond their nose to see what the long-term investment future may look like. Many investors feel as if they are simultaneously juggling a bowling ball, a cat, and a lit firework and if they drop […]


Tips on Building Your Credit Rating in College

Whether you have just entered college or if you’re already enrolled and you’re seeking ways to secure your financial future, building your credit rating can help in many areas of life. When you’re in college, building your credit rating is possible regardless of your age with the proper support and the right opportunity. Before you […]


Thinking Ahead for Retirement Income

Thinking Ahead for Retirement Income

When you’re working and paying some of your salary into a pension every month, you probably don’t give it much thought. But as the time to retire draws near, there are decisions to be made on how to use the money that you’ve been putting aside in your pension over the years. How much you […]


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