Tax Tips and Deadlines for 2024
Those 1099s and other tax documents reporting dividends, interest, distributions, and more are coming. Forms from Raymond James will be…
Umbrella Insurance for Rainy Days…and Broken Arms
Life is unpredictable, and sometimes unexpected events can rain on our parade. A few years ago, friends were visiting us…
Home Alone and Lessons on Inflation and Innovation
Each year leading up to Christmas, my family watches many of the same movies over and over again. They never…
What I Learned About the Power of Vision from the Biltmore Estate
The Biltmore Estate in Asheville, North Carolina is America’s Largest Home and was first opened to family and friends on…
Estate Planning Around the Holiday Table?!
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea…
How to Find Your Purpose in Retirement
Retirement is a relatively new “stage of life.” The ability to save and invest and live without the need to…
Thanksgiving Reflections 2023
Sitting down with clients recently, the first thing out of their mouths was, “Where has this year gone?” Doesn’t every…
How a ROTH IRA Could Save You Big Time in Retirement
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update…
TCRS: What To Do When Your Personal Information Is Part Of A Security Breach?
During the summer of 2023, the Tennessee Consolidated Retirement System (TCRS), notified thousands of state retirees that their names and…