New Year’s resolutions often address behavior changes such as exercise and diet. But your financial health has a big impact on your overall well-being. Here are four serious financial resolutions and one fun one to make in 2020. Make a plan to … [Read more...]
3 Ways to Save Money on the Divorce Process
It is no secret that getting a divorce can be an expensive process. In fact, according to Lawyers.com, the total costs for divorce in Tennessee usually run anywhere from $4,000 to $28,000. The total bill can be even higher for divorces that involve … [Read more...]
SECURE Act – How are you affected?
With the passing of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the end of December, you may be asking how or if this impacts your financial plan. A few of the bigger changes are highlighted below. Delays RMD age … [Read more...]
Are health savings accounts just what the doctor ordered?
Health savings accounts (HSAs) are the best savings and tax strategy in many years. Why? They are triple tax-free! How can that be, you ask? You do not pay income tax on the contribution to the HSA. If you invest the contributions and … [Read more...]
How should I be invested?
One of the most common questions advisors are asked is “How should I be invested?” and unfortunately, there isn’t a simple answer. Determining asset allocation is not a “one-size fits all” process nor should it be based solely on your age or … [Read more...]