As I sit here in my office, surrounded by year-end portfolio statements and tax planning documents (metaphorically, of course—we are a digital-only office…duh), I’m reflecting on what truly matters in financial planning. After twenty years…
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This week, I had the opportunity to join the American Retirement Association in Washington, D.C. as the sole legislative delegate from the state of Tennessee. While in DC, our delegation had the opportunity to hear…
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In a year that has brought difficult economic circumstances in more than one area, there is a silver lining for those claiming social security benefits. After much speculation, it was formally announced that social security…
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Benevolence does not have to come at the expense of tax savings. Let’s be clear: Charitable giving is a standalone act act whose value is to benefit others.
Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.
Good morning! We are halfway through another year, and what a year it has been. As challenging as 2022 has been so far, I personally try to keep perspective during difficult times. My family is…
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Good morning! The summer is winding down. Kids are headed back to school. People are enjoying last minute trips to the beach and mountains. For most employees, however, there are still concerns about the economy…
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Good morning and happy Friday, I’m sure my clients and friends are tired of hearing me talk about how trying to “time the market” is a bad idea. July was a great example of why…
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I recently ran across the work of Dr. Trevor Kashey, and found something he said very interesting. Dr. Kashey is a scientist who works primarily in the field of nutrition. What he said that stuck…
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About This Webinar Managing your finances is difficult, but it can be even more difficult if you don’t have the basics in place. Having a budget gives you the information you need to make wise…
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