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We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.