Skip to content
(865) 862-6800
Facebook-f
Linkedin-in
Youtube
Home
About Us
Meet Our Team
Charitable Initiatives
Contact Us
Services
Income Planning
Investment Management
Tax Planning
Estate & Legacy Planning
Healthcare Planning
FAQs
Radio
Blog
Resources
Guides & Reports
Important Birthday’s Over 50
Money News You Can Use
Classes
Webinar
Home
About Us
Meet Our Team
Charitable Initiatives
Contact Us
Services
Income Planning
Investment Management
Tax Planning
Estate & Legacy Planning
Healthcare Planning
FAQs
Radio
Blog
Resources
Guides & Reports
Important Birthday’s Over 50
Money News You Can Use
Classes
Webinar
Podcast: Dollars and Sense
Categories
Categories
Select Category
Charitable Giving (2)
Economy (39)
Estate and Legacy Planning (21)
Featured (37)
Federal Reserve (6)
Financial Planning (65)
Government (5)
Health & Wellness (5)
Healthcare and Medicare (10)
Income Planning (8)
Investing (25)
IRA’s, 401(k)’s, and Retirement Accounts (5)
Lifestyle (3)
News (2)
Psychology (1)
Real Estate (1)
Retirement (14)
Retirement Income (28)
Retirement Planning (65)
Social Security (19)
Stock Market (23)
Tax Strategies (10)
Taxes & Tax Planning (24)
Uncategorized (9)
Wealth and Investment Management (13)
Archives
Archives
Select Month
February 2026 (3)
January 2026 (3)
December 2025 (5)
November 2025 (4)
October 2025 (4)
September 2025 (5)
August 2025 (4)
July 2025 (5)
June 2025 (4)
May 2025 (4)
April 2025 (5)
March 2025 (4)
February 2025 (4)
January 2025 (5)
December 2024 (4)
November 2024 (3)
October 2024 (5)
September 2024 (4)
August 2024 (4)
July 2024 (3)
June 2024 (3)
May 2024 (5)
April 2024 (3)
March 2024 (3)
February 2024 (4)
January 2024 (5)
December 2023 (4)
November 2023 (3)
October 2023 (6)
September 2023 (5)
August 2023 (5)
July 2023 (4)
June 2023 (1)
May 2023 (6)
April 2023 (5)
March 2023 (6)
February 2023 (5)
January 2023 (7)
December 2022 (2)
November 2022 (5)
October 2022 (5)
September 2022 (4)
August 2022 (5)
July 2022 (5)
March 2022 (6)
February 2022 (5)
January 2022 (5)
December 2021 (5)
November 2021 (6)
October 2021 (5)
September 2021 (5)
August 2021 (6)
July 2021 (7)
What to Do as Prices Keep Climbing
January 14, 2026
How You Can Maximize the Impact of Your Charitable Giving
December 17, 2025
The Tax Ripple: How Your Return Impacts Medicare and Social Security
November 6, 2025
How Your Assets Actually Transfer at Your Death
October 2, 2025
Social Security Ex-Spousal Benefits
July 2, 2025
Beware of the Amount of Bond Funds in Your Portfolio
May 12, 2025
Understanding Time Horizon and the Impact of Short-Term Events
April 30, 2025
Three Things You Can Do To Make Sure Your Financial Plan Is Secure
April 14, 2025
How Should We Feel About the Recent Stock Market Correction?
March 17, 2025
Understanding Powers of Attorney
February 26, 2025
Receive Our e-Newsletter
Sign Up Today!
* Please complete all required fields to submit the form.
GET IT NOW
* Please complete all required fields to submit the form.
GET IT NOW
×
