How do catch-up contributions work?

CPA, Accounting, Accountant, Jackson TN

Not everyone is able to max out their retirement contributions in the early years of their career. As retirement approaches, that can leave you feeling like you’ve fallen behind on saving. But when you turn 50, the IRS allows you to start catching up. Catch-Up Contributions You can contribute up to a certain amount, determined…

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How Life Insurance Can Protect Assets

CPA, Accounting, Accountant, Jackson TN

After years of working hard to accumulate wealth, you want to know that you can protect what you have built.  How can insurance be a strategic tool for safeguarding your assets? Here are a few ways a life insurance policy can help:   Life insurance is one part of the important process of estate planning.…

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Protect Your Wealth for the Future

CPA, Accounting, Accountant, Jackson TN

Economic uncertainty is a part of life. Markets can be unpredictable day-to-day, let alone years into the future. That uncertainty is one of the many reasons people want to start estate planning, so they can protect their loved ones and leave a legacy.  Protect Your Assets  Protecting your assets is the ultimate goal of estate…

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Make Your Donations Strategic

CPA, Accounting, Accountant, Jackson TN

As you build your wealth, you might be thinking about ways to give back. Charity is a valuable way to support causes important to you. Learn how charity can become a part of your financial strategy. How  Charitable Giving Can Work for You Charity is a generous act, and financial planning can help maximize the…

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How to Have a Healthy Money Outlook

CPA, Accounting, Accountant, Jackson TN

Did you know that money management and financial challenges are one of the biggest sources of stress for many Americans? Regardless of your net worth, it seems like there’s always something to worry about. While some things can’t be controlled, other stressful triggers can be kept in line with a little bit of thought and…

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4 Things to Do if Your Data Is Compromised

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…

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A Guide to Giving and Lending Money

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…

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Have you heard these 5 money myths?

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…

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