Estate Planning

Now is a great time to get your financial house in order and find the best financial advice that works for you.  The market, according to some, is going to continue its rally.  Even if it [...]

Are you worried about your retirement? Are you worried you will not have enough money for your retirement? If so, you are not alone in these fears. Many approaches or enter retirement, wondering [...]

Early this summer I wrote a piece on the SECURE Act and how it changed some aspects of how retirement accounts are handled. This article will go over some of the material previously covered and [...]

Do you need long-term care insurance (LTC) or custodial care insurance? This is a question that everyone needs to be asking themselves when they are younger and in relatively good health. Because [...]

Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]

With the start of a new year and new rules on when you must take Required Minimum Distributions (RMDs) from Individual Retirement Accounts (IRAs), we will examine how this affects many of you and [...]

With the passage of the spending bill to find the federal government, there was one of many additional bills attached to the two spending bills. One, in particular, will have a profound effect on [...]

I recently passed my Series 65 Examination and am finalizing my paperwork to become a financial advisor in the State of Tennessee. I am excited to begin this chapter of my professional career and [...]

As I approach the age of 50, I am starting to think and see things in a different light. To do this properly, you need to know where you have been, understand any mistakes you might have made and [...]

Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner [...]