Goals Based Investing

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or goal of what you want your money to pay for. This is the fundamental idea behind goals-based investing. You don’t just seek out investments that…

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IRS News to Know

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on. We can help…

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A Tractor Ride with The Millers

What do you get when you put together a caterpillar, a wrecker, a couple of tractors, and an airplane? George and Ida Miller’s tractor ride! Originally from Maryland and Florida, the Millers are high school sweethearts that have been married for 52 years. They found out about Dunlap, TN from Southern Living Magazine, and drawn…

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Client Highlight: Carl’s Cars

When Carl stops by the office, it’s a bright spot in our day. He’s friendly, has a great mustache, and brings us presents like fresh fruit from his property. Originally from Corbin, Kentucky, Carl served in the Marine Corp before he moved onto a career with Caterpillar. Also, we discovered Carl has a knack for…

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Income Strategies for an 8,000-Day Retirement

By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement or already retired, a milestone that’s generally perceived to come late in life. But consider this, there are approximately 8,000 days in today’s average retirement.…

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How Much Retirement Income Should Come From Savings?

According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has hovered around 5 percent, but that’s still significantly lower than the savings rate from 1950-2000, which averaged 9.8 percent.1 For many retirees, a big concern…

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Agent Highlight: Genelle Thomas

This month, we’re excited to highlight our Fairfield Glade agent, Genelle Thomas. Hailing from a small farming community in southern Illinois, Genelle and her husband Rick moved to Fairfield Glade at the beginning of this year. “We’ve been vacationing here since 2003,” says Genelle. “It’s peaceful and beautiful and it made sense to move here…

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