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 […]
Our fiscal fitness experts emphasize physical fitness, too
A team from The Trust Company of Tennessee, including the founder and CEO, cut the ribbon and took a spin inside The Trust Company Pryse Family Spin Studio at the […]
How Trusts Allow You to Take Care of Those You Love
Trust is the foundation of love and one of the key elements of what binds families together. A financial trust can function much the same, helping you to care for […]
Social Security: What You Don’t Know May Hurt You
During retirement planning, there are many considerations and an important one is social security. You may be asking yourself questions like: When should I claim social security? Should I collect […]
What Business Owners Assume About Financial Planning Hurts Them
One of the most important goals of Exit Planning is to position business owners for post-exit financial security. To do that, business owners and their advisors must have several pieces […]
Death Can Ruin Your Plans
Imagine building your business over several decades, beginning to plan your business exit, then dying unexpectedly before you can implement your plans. Business owners rarely think about how an unexpected […]
Why You’ll Need an Advisor Team
Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an appropriate successor or buyer, navigate perplexing tax implications, […]
Why do Real Assets Warrant an Allocation?
Real asset instruments derive their worth from physical value – you can touch, see and maybe even smell. Conversely, stocks and bonds derive their value from future cash flows and residual claims […]
Property Planning for Your Home and More
WHAT property do you have? WHY do you want to transfer it? WHO do you want to receive the property? WHEN do you want to transfer it? HOW do you […]
Charitable Giving: Not a One Trick Pony
The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable […]
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