Take the Long View
Read Melissa's article in West Knoxville Lifestyle's July issue about how to improve your finances during times of uncertainty.
Father’s Day Lessons from COVID-19 Pandemic
Read Bill's most recent article in West Knoxville Lifestyle's June issue about Father's Day Lessons from the COVID-19 Pandemic.
Life Is Like a Box of Unassembled Furniture Pieces
That’s financial planning – an imperfect process in which imperfect people build something inherently imperfect.
From Showers Come Flowers
Read Melissa Ballard's article in West Knoxville Lifestyle's May issue that highlights words of wisdom from resilient women.
Three Ways Congress' Stimulus Bill Could Provide Some Quick Relief to You and Your Family
Congress recently passed the largest stimulus package in United States history. This post highlights a few of the package’s short-term impacts.
Today's Impact on Tomorrow: Key Financial Planning Considerations from the COVID-19 Stimulus Package
Read Melissa's blog post about acts that Congress has passed related to the Coronavirus Pandemic. RMDs, charitable giving deductions and Roth conversions will be discussed in this piece.
