While the SECURE Act did not provide sweeping tax reform, there are a few provisions in this 2019 year-end tax legislation that you should understand. From moving the Required Minimum Distribution age to age 72 to making the “stretch” IRA a bit less elastic, you should revisit your plan to determine the impact to your situation.

Consider helping your recent graduate with the gift of a Roth IRA. The power of compounding in a tax-free environment makes the Roth IRA an incredible opportunity for your recently-graduated child. With proper planning, your child can ace retirement.

Losing your job can create unwanted financial stress, but there are smart financial moves you can make to sail through this change in your life.

As many parents in Tennessee start ramping up their retirement planning efforts, their kids are also reaching an important next step in life: heading off to college. These tips will help you balance the cost of your own financial goals with the education pursuits of your children.

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.

Risk tolerance is an often-used yet nebulous and elusive measurement in the mainstream financial services sector. While having discussions around risk is important, risk capacity is the preferred approach when advising clients to reach the optimal allocation for structuring their investments.