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We are a full-service financial firm embedded in the roots of beautiful Middle Tennessee. We are committed to providing professional service backed by organizational strength to aid you in defining and pursuing your objectives.
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Newsletters
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.