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Monday, April 27, 2026

529 Plans can help families support education goals while also fitting into a thoughtful legacy strategy. Here are the basics to know as you explore whether a 529 fits your financial plan.

Tuesday, March 31, 2026

Not sure if you’re saving enough for retirement? These six signs can help you understand where you stand today and whether it may be time to adjust your approach.

Thursday, February 26, 2026

Business owners: Smart tax deductions can boost your bottom line. Our financial advisor shares key 2025 deductions to help you manage taxable income and keep more of what you earn. Don't forget to download our free tax guide!

Thursday, January 29, 2026

Our financial advisor shares strategies to help you handle an unexpected tax bill this year. Download our free tax guide and contact us for a tax planning appointment to help reduce future surprises.

Monday, January 12, 2026

Tax season 2025 is coming—be ready for changes to credits, deductions, and laws. Our financial advisor shares tips to help you plan ahead and maximize every tax break you deserve.

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Tuesday, November 25, 2025

Asset protection is a crucial aspect of entrepreneurship that entrepreneurs must be aware of, regardless of the industry in which they operate.

Monday, October 20, 2025

Holiday spending adds up fast. Our financial advisor shares these tips to help you budget wisely, save all year, and enjoy the season without financial stress.

Wednesday, August 20, 2025

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition.

Wednesday, August 6, 2025

The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Our financial advisor serves clients in Nashville and beyond.

Sunday, July 20, 2025

If it has been a while, you are not alone. Research indicates that only one in three Americans utilize employer-sponsored 401k retirement accounts; even those contributing may not be taking full advantage of potential benefits.

Friday, June 20, 2025

Back-to-school season is always a busy time, but in 2025, it comes with inflation. With some extra planning and a smart spending strategy, you could send your kids back to school fully equipped.

Sunday, June 1, 2025

Running a business requires gaining expertise in many things over a short period—especially financial matters. If finances do not come naturally to you, you may quickly feel like you are in over your head. Fortunately, mastering these...

Thursday, May 1, 2025

A 529 Plan, also known as a qualified tuition plan, is an investment vehicle that offers numerous benefits. They are versatile and provide significant advantages that may help ease the financial burden of funding a child's college education

Tuesday, April 1, 2025

Seeking the help of a financial advisor to assist in one's wealth planning leaves more time for them to focus on their primary specialty area.

Saturday, March 1, 2025

Many are interested in the impact of future tax legislation on Trusts. Our financial advisor states as we look ahead to 2025, it is crucial to understand how the evolving tax landscape may impact the administration, structuring.

Saturday, February 1, 2025

Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, "It takes money to make money," what if you just don't have the extra cash on hand to put things in motion.

Wednesday, January 1, 2025

Social Security is a vital component of retirement income for many. This government program provides monthly benefits and is funded primarily through payroll taxes. Understanding Social Security benefits and taxation is essential.

Sunday, December 1, 2024

Starting and running a business may be exciting and challenging. If you’re a woman and a business owner, you may face some obstacles, but there are many ways to gain a competitive edge.

Friday, November 1, 2024

For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth management comes with the ability to create significant change. However, wielding this influence requires financial planning and understanding.

Tuesday, October 1, 2024

For business owners, every penny saved can directly impact your bottom line. Our financial advisor states these are some effective financial planning strategies that can help business owners optimize operations and enhance profitability.

Sunday, September 1, 2024

Some small business leaders are too busy running their businesses to consider philanthropy. A well-thought-out and authentic financial plan for giving back – especially when done in a comprehensive and strategic way.

Thursday, August 1, 2024

Before their children leave for college, parents must engage in estate planning measures to help provide legal protection for their children. Our financial advisor examines vital documents parents must include in their estate plans.

Monday, July 15, 2024

Expanding on the initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios.

Friday, July 12, 2024

Our financial advisor shares a few strategies affluent families may want to consider when caring for their elderly loved ones.

Friday, June 28, 2024

When it comes to retirement planning, you may feel as though you've already explored all your options. Our financial advisor shares more about annuities.

Friday, June 21, 2024

For small business owners, ensuring your investment is covered is critical to ensuring the survival of your business after you are gone. One of the ways in which small business owners do this is by applying for life insurance.

Friday, June 14, 2024

With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind. However, a home is one of the most expensive purchases most Americans will make, and you don't want to rush into it.

Friday, June 7, 2024

As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot.

Friday, May 31, 2024

The time has finally arrived: your child is preparing for college and getting ready to take that next big life step. It is an exciting time, but for many parents, the financial responsibility and impact on their wallets can be crippling.

Friday, May 24, 2024

For many high-net-worth (HNW) individuals, managing finances and minimizing their tax burden are top priorities. One strategy that our financial advisor says often gets overlooked in the pursuit of reducing taxes is life insurance.

Friday, May 17, 2024

Our financial advisor says nurses should consider their need for insurance a bit more carefully than some other professions. In today's society, lawsuits are prevalent. Here are some things to consider.

Friday, May 10, 2024

As an affluent family, planning for your children's education is likely a top priority. 529 plans can be helpful. Our financial advisor answers common questions and demystifies the subject of college planning.

Friday, May 3, 2024

Some high earners have conquered the rat race and enjoy being in the workforce, and may find it beneficial to start a small business. Here are some tips from our financial advisor on how to transition to being a small business owner.

Friday, April 26, 2024

How should you handle funds you receive from a life insurance policy? Whether you are the sole recipient of a loved one's policy or only receiving a portion, our financial advisor shares these things you should know.

Tuesday, April 23, 2024

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the Social Security Administration has tried to make the process easier.

Friday, April 12, 2024

Healthcare professionals face financial issues they may have had little preparation for every day, and may need to work with a financial advisor to make sure their finances receive the proper care.

Friday, April 5, 2024

Understanding money so you can make sound decisions is key to financial literacy and is crucial to an enjoyable retirement. Our financial advisor shares a few simple ways to get started no matter how old you are.

Thursday, March 28, 2024

Tax filing can complex, and the financial responsibility of owing taxes can be stressful. Our financial advisor shares eight tips that may help you mitigate some of the stress from filing your taxes.

Saturday, March 23, 2024

A business owner can open several retirement savings plan types if they're the only employee or have anywhere from two to 100 employees. Our financial advisor outlines what to know about each.

Saturday, March 16, 2024

Even if you only spend $10 - $12 per day, that adds up over time. Imagine half of that going toward your retirement, all from making a few changes. Our financial advisor shares a few suggestions:

Saturday, March 9, 2024

Staying on top of finances can put you in the ideal position to pursue your dream. Our financial advisor shares these powerful tips for any nurse wanting to take control of their finances.

Saturday, March 2, 2024

Taking steps to build business credit can offer your business opportunities that wouldn’t be available to otherwise. Our financial advisor shares these strategies to consider to help build business credit.

Friday, February 23, 2024

Our financial advisor says if you want a greater chance of enjoying your retirement, getting your healthcare priorities in order sooner rather than later is critical.

Friday, February 16, 2024

There are several reasons why a senior might not pay bills on time. Our financial advisor shares five tips for paying bills on time as a retiree.

Friday, February 9, 2024

Auto insurance, although not required in all states, generally covers cars and people against accidents and more. Our financial advisor shares more on the importance of auto insurance.

Friday, February 2, 2024

A financial professional may benefit business owners at any stage- the earlier owners seek financial advice, the more it may help your business. Here are five ways a financial advisor could be your ally as a small-business owner.

Friday, January 26, 2024

Physicians devote a lot of time to education and providing top-notch care. To ensure your hard work pays off long-term, you need a financial advisor who understands the medical industry in general and your profession in particular.

Friday, January 12, 2024

Feeling stressed about tax season approaching? We are your Tax Planning HQ. Read our 2023-2024 Tax Guide here for valuable information about this year's tax season from our financial advisor!

Friday, January 12, 2024

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path.

Friday, January 5, 2024

People have been making New Year’s resolutions for at least 4,000 years, beginning with the Babylonians, who supposedly made promises to the gods.

Tuesday, December 26, 2023

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Below are a few goals from our financial advisor to help you get started!

Tuesday, December 26, 2023

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. Our financial advisor shares these often-overlooked bad habits.

Friday, December 15, 2023

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas.

Friday, December 15, 2023

The closer you get to retirement, the more you may be concerned that you're not ready. The new year is the perfect time to review your retirement plan and make financial resolutions to help you toward your retirement goals.

Friday, December 8, 2023

The end of the year can be chaotic for business owners. Don't miss these key factors to consider in your year-end business planning.

Friday, December 1, 2023

Now is an excellent time to review your financial plan. Here are the top twelve things to check!

Wednesday, November 1, 2023

I believe that tax brackets can be one of the most confusing items in personal finance (thank you IRS). We have different brackets for different people, single, married, head of household. We have standard deductions, itemized deductions...

Wednesday, November 1, 2023

Estate planning is only for really rich people, right? Wrong! You always have an estate plan. It just depends on whether it’s a plan you set up, or a plan that the state you live in has set up for you.

Wednesday, November 1, 2023

Paying for college can be one of the largest expenses associated with raising a child, so it’s great to be able to start savings as you go. One of my favorite ways to save for college is 529 college savings plan. Some states will give...

Wednesday, November 1, 2023

Disability Insurance is one of those things no one likes to think about or pay premiums for, but that most working professionals need. Notice how I said most? Disability insurance comes in two main flavors, Short Term and Long Term.

Wednesday, November 1, 2023

With a traditional 30 year mortgage you pay down about 3.8% of the amount borrow in 1st 3 years, and about 6.8% of that amount in the 1st 5 years. When you sell your house you typically pay for the realtor fees for yourself and the buyer.

Wednesday, November 1, 2023

Debt is an important concept. When used prudently and for the RIGHT reason it can be a powerful tool to help you preserve and grow your wealth. When used for the wrong reasons it can sent you into a debt spiral.

Wednesday, November 1, 2023

Life Insurance can get a bad rap because a lot of people “sell” insurance. Almost all insurance products have a commission built in to the premium that gets paid to the agent.

Wednesday, November 1, 2023

I LOVE compound interest, it’s when your growth grows! As your investments grow, that growth then grows, and compounds on itself. I like to take a long term view on investments and talk about how long it takes to double your money.

Wednesday, November 1, 2023

An Emergency Fund is designed to be there in the event an Emergency comes up. Think of having to replace a hot water heater, get new tires (or transmission) for your car, or helping tide you over in between jobs because of a job loss.