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Category: In the News

SECURE Act 2.0 – How This Affects You and Your Retirement Plan

January 6, 2023 by The Trust Company of Tennessee

After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022.  It is the most impactful retirement legislation in the past 15 years, and it received bipartisan support to help Americans save more for retirement. The … [Read more...]

WBIR-TV: Charitable Giving with an IRA

October 29, 2022 by The Trust Company of Tennessee

As we approach the season of giving, relationship manager Chris Lambert shared with WBIR-TV how IRA holders over the age of 70 ½ may be eligible to use Qualified Charitable Distributions to satisfy IRA requirements while fulfilling charitable … [Read more...]

WBIR-TV: The Why and How of Estate Planning

September 30, 2022 by The Trust Company of Tennessee

On a list of things you should do before you pass away, estate planning might not immediately come to mind. However, having a plan in place will help your loved ones. Wealth management associate Todd Kelly Jr. shared with WBIR-TV a checklist that … [Read more...]

WBIR-TV: Importance of Digital Estate Planning

August 29, 2022 by The Trust Company of Tennessee

In a world that increasingly is becoming digital, it is important to reflect on and plan for the future of your digital assets. Client specialist Catherine Carter shared with WBIR-TV how to get started on a digital estate … [Read more...]

WBIR-TV: What is a Recession?

August 3, 2022 by The Trust Company of Tennessee

A combination of economic factors seems to be setting up a recession. Chief Investment Officer Miranda Carr helped clarify on WBIR-TV what a recession is, what we might expect and what investors should do. … [Read more...]

WBIR-TV: Interest Rates and Inflation

June 28, 2022 by The Trust Company of Tennessee

Earlier this month, the Federal Reserve raised its benchmark interest rate in an effort to curb inflation. Chief Investment Officer Miranda Carr shared on WBIR-TV how this rate increase could impact our finances. https://youtu.be/_ZrG5na0mFU … [Read more...]

WBIR-TV: Stocks, Bonds and Your Financial Plan

May 27, 2022 by The Trust Company of Tennessee

The financial markets are in an unusual situation: Stocks and bonds, which typically move in opposite directions, are both down this year, making some investors anxious. Chief Investment Officer Miranda Carr shared on WBIR-TV some historical insight … [Read more...]

WBIR-TV – Interest Rates and Your Financial Plan

April 29, 2022 by The Trust Company of Tennessee

Relationship manager Chris Lambert shared on WBIR-TV how homeowners and potential homebuyers can adjust financial plans to accommodate interest rate changes. https://youtu.be/Z_FXvfxwlVQ … [Read more...]

WBIR-TV: Navigating Finances in Uncertain Times

March 30, 2022 by The Trust Company of Tennessee

Client specialist Catherine Carter shared on WBIR-TV some strategies for successfully navigating these uncertain times of rising inflation and headlines of strife from around the world. https://youtu.be/wRW5mtsI0nk … [Read more...]

WBIR-TV: Simplify your taxes, save for retirement

February 25, 2022 by The Trust Company of Tennessee

Relationship manager Chris Lambert shared on WBIR-TV the documents you need to file based on your situation and the new tax code along with insight into how you can simplify your taxes and save for retirement. https://youtu.be/vqFeVnALzGs … [Read more...]

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