Smartphones and other gadgets allow us to read the news, watch a football game and even track our investments anytime, and nearly anywhere. We’re always multitasking, or moving from one bit of information to the next. With that in mind, Certified Financial Planner...
certified financial planner
So you won the lottery… what do you do next?
Knoxville — So you've just won the lottery. It's time to cash in, but going from your normal income to having millions can be a little intimidating. That's why experts say you need some help. "Have a team in place -- almost like a personal board of directors," said...
Choosing the Right Long-Term Care for You
In the financial planning process, we always touch on the potential for long-term care needs, and the financial impact of increased health care costs over an extended period of time. We usually incorporate long-term spending goals for insurance premiums or for...
How to Choose the Right Financial Planner
The Financial Planning Association recently bestowed its lifetime achievement award, the P. Kemp Fain Jr. Award, to Harold Evensky, a Certified Financial Planner and professor of financial planning at Texas Tech University. Here are our tips on how to select the right...
How to Follow the Recipe for Retirement Survival
Have you been wondering how to make your money last through retirement? Dr. Wade Pfau has a recipe for retirement survival. Dr. Wade Pfau, professor of retirement income at the American College of Financial Services and director of retirement research at McLean Asset...
Hate Insurance? 6 Reasons Why You Shouldn’t
Do you hate insurance? You might want to rethink that stance. When it comes to insurance, we generally meet three types of clients: Clients who hate insurance, “it’s a waste of money!” Clients who are haphazardly insured. They may have coverage they don’t need, or...
Doing Good GIVES You a Tax Break! Part 3
Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven't already, watch part 1 on Qualified Charitable Distributions here. To...
The cost of pet health care and my family’s love for Mabel
Featured in the Knoxville News Sentinel: August 21, 2018 Mabel is the youngest member of our family. She is 8 years old. We love her and she enthusiastically and unconditionally loves us. She is a dog. We bought Mabel on Craigslist - she is a 70-pound, mixed-breed. In...
Doing Good GIVES You a Tax Break! Part 2
Doing Good GIVES You a Tax Break is a three-part series. Watch Part 2 on Bunching below. If you haven't already, watch part 1 on Qualified Charitable Distributions here. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background...
Doing Good GIVES You a Tax Break! Part 1
Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions...