Blog

Congratulations, recent grad! You’ve tossed your cap, taken a million pictures with your diploma, and maybe even shed a tear as you said goodbye to college life. Now, it’s time to tackle something even trickier…
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Spring is in the air, which means it’s time to fling open the windows, dust off the shelves, and—yes—tidy up your finances. Just like your closet, your financial life can accumulate clutter over time. Old…
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Ah, love and money—the ultimate power couple or the source of some seriously awkward dinner table debates. One of you is a saver, carefully tracking every dollar. The other? A spontaneous spender who sees a…
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January brings a fresh start—a blank page where you can rewrite your financial story. Whether you’re dreaming of paying off debt, saving for a dream vacation, or finally understanding what “compound interest” means, small changes…
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Tax season is here—the annual reminder that adulthood comes with way too much paperwork. If you’re feeling overwhelmed, don’t worry, you’re not alone. But before you start stress-eating receipts, let’s go over some smart strategies…
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Summer is here—the season of sunshine, relaxation, and that irresistible urge to book a dream vacation. Whether you’re picturing a beachside retreat, a European adventure, or a cozy cabin in the mountains, there’s one thing…
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Ah, the world of financial advisors (we are them, so we can say it) – where terms like “asset allocation” and “tax-loss harvesting” are thrown around like confetti at a New Year’s party. If you’re…
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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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