2020 is upon on us and with that means the upcoming election in November. This could mean changes in retirement planning and you’ll want to make sure your financial future is secure by being prepared. Some key steps to take at the start of the year are making sure your taxes are in order, understanding the SECURE Act (which brought the most sweeping changes to the U.S. Retirement System in more than a decade) and being aware of retirement costs. We’ve assembled some useful financial guides and checklists and 3 blogs in order to help set you on the right path for 2020.

Countdown To The 2020 Election

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Check Out Our Beneficiary Checklist!

 Check Out Our Executor Checklist!

Upcoming Financial Classes

If you are retired or getting close to retiring, do you have a clear financial plan that will help you live the lifestyle in retirement you’ve always dreamed of? Several times a year, Jim teaches financial education classes at the University of Tennessee and Pellissippi State Community College to teach adults the fundamental principles of financial planning in retirement.

Pellissippi State Community College

Thrive Financially in

The University of Tennessee Knoxville

Financial Survival for Retirement®

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