According to a survey completed by TD Ameritrade in 2019 on the “Boomerang Generation”, 50% of young millennials (aged 22-28) plan to move back home after college. 1 in 3 […]
Tax Reporting Mailing Dates
You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship […]
Resolve to make better decisions with money
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.
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 here.
New Year – New Financials
As we start a new decade in the new year, below are a few simple ideas to give your financial life a head start. Reassess Your Goals – Reassessing your […]
Are health savings accounts just what the doctor ordered?
Health savings accounts (HSAs) are the best savings and tax strategy in many years because they are triple tax-free.
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 […]
A planning process for future success
Do not act as if you had ten thousand years to throw away. Death stands at your elbow. Be good for something while you live and it is in your […]
Protecting what you care about: business, family and employees
As a business owner, you’re likely the most important person in your business. You’re probably the breadwinner for your family. Your employees rely on your leadership and success for their […]
Working backward: Three questions to ask about your planning
Do you remember trying to solve a complex maze as a child? You’d start at the beginning, trace a line toward what you thought was the correct path to the […]
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