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Investing in Life: What is Financial Planning? Thumbnail

Investing in Life: What is Financial Planning?

The powerful mindset behind “Die with Zero,” emphasizes the importance of aligning your financial resources with what truly matters—whether that's family experiences, charitable giving, or personal goals. It unpacks how fear often holds people back from purposeful planning and highlights practical, tax-smart ways to give generously and meaningfully.

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Lessons Learned Thumbnail

Lessons Learned

The future is hard to predict, and even experts like the Fed often miss major trends, so it's important to approach predictions with caution. Successful investing is about managing long-term volatility, as taking on market risk over time increases the likelihood of a positive outcome.

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How Much is Enough? Thumbnail

How Much is Enough?

Moving is a miserable process, but one surprising realization made it all worthwhile—turns out, we don’t need 90% of the things we own. The final week before moving, with almost everything packed away, life felt exactly the same—eye-opening, refreshing, and just a little depressing.

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Finish The Race Thumbnail

Finish The Race

Whether you’re running miles or growing wealth, the formula is the same: steady, deliberate effort pays off in ways that can’t always be predicted in the short term—but make all the difference in the long run.

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Showing Love to Local Charities Thumbnail

Showing Love to Local Charities

East Tennessee is home to a vibrant community of local charities that play a vital role in supporting those in need. Whether through volunteering, making cash donations, or utilizing tax-efficient giving strategies, there are many ways to contribute and help strengthen these organizations.

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