RESOURCE CENTER

Below you’ll find our selection of newsletters, market commentary, and personal finance documents to help you gain a greater understanding of all things financial.

• Paul Allen on Hidden Assets in No Man’s Land

  Paul Allen, CFP®, MS, President & CEO of Wealth Strategies Partners discusses how to find those assets you may have forgotten about!

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• Ask an Advisor w/ Danielle Spence: Compounding Interest

  Saving isn’t merely about crunching numbers; it’s an emotional investment in one’s future.

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• Sustainability and Innovation: A Visit to Taylor Farms Manufacturing Plant

  Recently, WSP team members Danielle Spence, Dalton Harris, and Caleb Boy visited the Taylor Farms manufacturing plant located in Smyrna, TN.

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• Paul Allen on the Importance of Limiting Your Tax Bill

  I want to share some valuable insights on how you can optimize your financial strategies to minimize your tax bill while maximizing your wealth-building potential.

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• Happy International Women’s Day! 

  At Wealth Strategies Partners, we take this moment to recognize and honor the phenomenal women who play pivotal roles in steering our ship toward success.

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• Ask an Advisor w/ Dalton Harris: Retirement Accounts

  Are you struggling with too much cash?

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• Financial Planning is an Act of Love

  February is the month of love, and we are thinking of you. Whether you’re celebrating a new relationship, the birth of a child, or mourning the loss of a loved one, our hearts are with you.Significant life changes often result in important updates to the beneficiaries named in your legal documents. To ensure your most […]

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• YOU Are At The Heart of Everything We Do

  Dear WSP Friends and Family, In February, we are continuing to celebrate a decade of excellence in serving your financial needs! This milestone is a poignant reminder of the enduring relationships we’ve cultivated with each of you. Through volatile markets, global conflict and unprecedented times, you have remained at the heart of everything we do, […]

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• Ask an Advisor w/ Danielle Spence: Student Loans

  Are you struggling with efficiently paying down your student loan debt?

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• BarBees Bartending featured on Shark Tank!

  We are thrilled to share some incredibly exciting news with you! Last year, we had the pleasure of hosting an incredible client event with BarBees Bartending, co-owned by Jessica Blakely & Willow Sprague, two remarkable individuals who are also valued clients of our Wealth Strategies Partners.  BarBees was featured on ABC’s Shark Tank! Jess and […]

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• Here’s Our Market Outlook for 2024

  Dear WSP Friends and Family, What an end to 2023! Now what? The stock market performance in November and December was like a beautiful gift from Santa left under our trees! However, 2024 has already seen the return of volatility, and we expect this volatility to continue.  2024 is going to be a year in […]

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• Paul Allen on the Importance of Updating Your Beneficiaries

  As you organize and plan for a successful year ahead, it’s a great time to sit down with our team and review your beneficiaries on all documents and accounts, including trusts and life insurance policies. Marriages, divorces, births, deaths and other major life events can all warrant changes. Mistakes in these designations can lead to […]

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• Danielle Spence, Wealth Advisor, sits on the Financial Literacy Panel at the Rose Bowl Women’s Symposium

  In the Fall of 2023, the Rose Bowl Institute hosted its fifth annual Women’s Empowerment Symposium over three transformative days.  On Day 3 among the wealth of inspiration, discussions, and networking opportunities, our very own Danelle Spence had the opportunity to sit on the Financial Literacy Panel. Her insightful discourse delved into the critical realm […]

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• Ask an Advisor w/ Dalton Harris: Job Changes

  Are you struggling with too much cash?

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• How we are staying prepared amidst volatile markets!

  What can we do in the face of such adversity?

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• Ask an Advisor w/ Danielle Spence: Excess Cash

  Are you struggling with too much cash?

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• Now is the time to update your financial documents

  Plus, the latest news and insights from your WSP team

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• Tax season has arrived! We’re here to help.

  Plus, the latest news and insights from your WSP team

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• What to know about market volatility

  Plus, the latest news and insights from our team

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• Have you updated your life insurance policy? It’s time.

  Plus, the latest news and insights from our team

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• Thank you for trusting us to keep your financial house in order

  A special year-end message for our WSP family

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• It’s time to update your life insurance policy

  Don’t risk benefits and savings with outdated policies

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• Have you taken your required minimum distribution (RMD) this year?  

  The deadline is approaching for those 72 and older

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• Do you have a plan for your assets in “no man’s land” ?

  Let us help track them down and manage them effectively

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• We are here for you regardless of market performance 

  Know someone who can use our help?

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• Is it time for a spring cleaning of your estate plan?

  Let us help update your will or trust

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• Have you maxed out your tax deductions?

  3 areas to consider before the April 18th deadline

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