Category: In the News

Originally published by Knoxville News Sentinel As we age, scammers and con artists see us as easy targets to prey on. Yes, I am AARP eligible and my email, mail […]

Originally published by Knoxville News Sentinel Realizing that you don’t have enough saved for retirement can be an earth-shattering surprise. You start thinking about the vacations, new cars or lattes […]

Originally published by Chattanooga Times Free Press I love it when someone asks an adviser, “So tell me, how have you done?” Typically, this question is asked to better understand […]

Originally published by Knoxville News Sentinel A recent ruling by the U.S. Department of Labor puts more responsibility on the financial services industry. This is good news for consumers with […]

Originally published by Chattanooga Times Free Press In 1970, Teach Your Children, a song written by Graham Nash, was released by Crosby Stills, Nash & Young on their album Déjà […]

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 […]

Originally published by Knoxville News Sentinel by Sharon Pryse Are you feeling confounded by the recent upswings and downturns in the market? The current volatility of the stock market has […]

Originally published by Chattanooga Times Free Press Congratulations! You made it to retirement. Now you can relax and enjoy life. No more punching a time clock. No more senseless meetings […]

Originally published by Knoxville News Sentinel Ideally you’ve been planning for retirement for most of your working life. Making the decision to retire is different for everyone. Whether you would […]

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, […]