How Retirement Changes Your Finances: Smart Planning for High-Net-Worth Families in Tennessee
Retirement is more than just stepping away from work — it’s a financial shift that deserves serious attention. If you’re a physician, attorney, or business owner with significant assets, retirement isn’t about scaling back. It’s about protecting what you’ve built, enjoying the life you’ve earned, and making sure your legacy is secure. Here are a…
Keeping Your Beneficiaries Up to Date
Naming primary and secondary beneficiaries for life insurance policies, annuities and retirement accounts is one of the easiest and most effective estate planning moves you can make. Here’s why it’s important to make changes as needed to keep these details current. Marriage, Divorce, Kids and More Checking your beneficiaries on a regular basis (even annually…
Do you have money waiting to be claimed?
You’ve worked hard for what you’ve earned, but are you missing out on something? Whether you switched employers a few years ago and left behind a 401(k) or simply lost track of a savings account or some inherited property, take advantage of online resources to find what’s rightfully yours. Search by type. Not sure where…
Is Lifestyle Creep Limiting Your Wealth?
Imagine you have just gotten a raise at work. You’re probably thinking about how you can afford that big purchase you’ve been wanting, or how you can finally go on that nice vacation.That trend has a name: lifestyle inflation. And though it’s not always a bad thing, it’s important to know what it is and…
4 Things to Do if Your Data Is Compromised
If you keep up with the news, you’ve seen that several companies have had their databases hacked recently. So what can you do if you think your personal data may have been compromised? Here are four key steps to take if you’re notified of a data breach. 1. Change Your Passwords First, you’ll want to…
A Guide to Giving and Lending Money
Has a friend or relative ever asked you for a sizeable loan or financial gift? Handling this situation can be tricky. You don’t want to damage your relationship, but you also need to do what’s right for yourself. With a careful approach, however, you can smoothly manage whatever request comes your way. Saying YesIf you’re comfortable…
Have you heard these 5 money myths?
Has anyone ever made an unfair assumption about your money habits? Was that assumption based on how old you are? People often look for patterns and trends when it comes to spending and saving, but in reality, your financial approach probably isn’t based on age or decade alone. What do you think? Do these common…
Protect Your Identity and Your Finances
As Americans increasingly turn to the internet to connect, work and shop, the threat of malicious hackers and identity thieves continues to rise. We in the financial services industry are upping efforts to secure clients’ information, but there are additional efforts individuals must consider as part of a more holistic approach. Know the Risks According to…
5 Finance Related Podcasts Worth a Download
Listen and Learn: Financial Podcasts One common trait among the highly successful is their endless drive to improve and learn. Take a page from their book during your downtime this holiday season by feeding your curiosity and keeping your mind engaged. Make space on your digital device for some of these popular finance-focused podcasts: National…
Do wearables truly encourage fitness?
Are you one of the millions who wears a fitness tracker? This technology has become so mainstream, even high-fashion and well-known designers are joining the craze and creating custom devices and stylish accessories to personalize them. Is this just another fad or do wearables actually deliver? Not a Silver Bullet A fitness tracker may help…
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