Happy 4th of July! This week, as we celebrate the birth of this country and all things USA, we'd like to spend a moment focusing on other parts of the world as well. Even “America's favorite pastime" has taken to international adventures with the … [Read more...]
Happy Holidays and Merry Cryptocurrencies
As we find ourselves in the middle of the holiday season attending various holiday parties, family gatherings, ugly sweater contests, and open houses, invariably, conversation turns to the stock market. Perhaps an uncle took a bet in a hot internet … [Read more...]
Setting goals for a new year that you can reach
Your Turn What are your goals for 2018? When setting your goals for the new year, it’s important to focus on a few things. Make sure your goals are yours. Whether it is decluttering your workspace, reducing debt or losing weight, your … [Read more...]
What happens if you die without a will?
Originally published by Knoxville News Sentinel Actually, you do have a will. Assuming you are a Tennessee resident, the state of Tennessee has written it for you. And it might not say what you want it to say. Apparently, iconic music artist … [Read more...]
Investment Advice: The human side to investing in a 401(k) plan
Originally published by Chattanooga Times Free Press By Andy Muldoon, Senior Vice President Several years ago, I gave a presentation to a room full of trustees for retirement plans of firemen, policemen and other employees. Unfortunately this was … [Read more...]
One Month into New Year’s Resolutions
January is always a good time to reflect on the past year’s results and set expectations for the upcoming 12 months. Admittedly, most of us rarely complete New Year’s resolutions; however, now that you've had a month with your resolutions, here's an … [Read more...]
Finances: It’s all in the details
Through the years I have spoken to a number of different groups. I remember distinctly however speaking to a group of women in their twenties and thirties over twenty years ago. Most, mistakenly, agreed that they were not very good at money or … [Read more...]
Make the Most of ‘New’ in Your Career
May 23, 2015 - Knoxville News Sentinel It’s all about perspective. Being “new” can be positive, just take yourself seriously so that others will too. Whether you’re graduating from college this year or have taken a new position, it’s easy to feel … [Read more...]
Supporting Aging Parents Through Planning
Knoxville News Sentinel - As we age, we have a greater appreciation for all that our parents have done for us. As they age, they usually appreciate all we now need to do for them. Caring for aging parents is something most of us will have to do at … [Read more...]
Avoid Tax on Your Investment Earnings
Complicated Mathematics Many of you probably have a Traditional IRA that you make contributions to without taking tax deductions. You will not pay taxes on these contributions when they are withdrawn. Earnings however are a different story. Each … [Read more...]