Retirement Planning

Nancy Knous and Carolyn Hughes on the field at a Vols Game

The Playbook for Retirement: Goals for a Winning Exit from the Workforce

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If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a […]

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Katrina's 4 boys at a pumpkin farm

Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss

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As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows!    Festivals and holiday gatherings with family are

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Financial advisor helping her clients

When Looking for a Financial Professional: An Advisor’s Perspective

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As you read this, you might be considering working with someone on your finances. If you ask me, I think that’s a great idea. As unbiased as it can sound, everyone needs someone in their life to help guide them to make wise financial decisions. Whoever you ultimately choose to work with—or not—seeking professional financial

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Blank Social Security card

To Claim or Not to Claim: When Should You Collect Social Security?

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If you’re nearing your 62nd birthday, get ready! The time has come to decide when and how to start collecting your Social Security benefits. I know you’re thinking: “When should I start collecting?” I’ll let you know now that the answer depends on you and your unique situation. However, the current window to collect Social

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Wooden blocks spelling health and wealth

HSA 101: A 2023 Guide to Health Savings Accounts

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Truth be told, it’s more likely that you’ll live longer than your grandparents did. The flip side is that you may spend far more on doctors’ bills and treatment for chronic illnesses than your parents or grandparents. With healthcare costs continuing to rise along with life expectancies, health savings accounts (HSAs) are an increasingly popular

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