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.

Ask an Advisor with Caleb Boy: Do you need to improve your tax strategy?

It is everyone’s favorite time of the year again – Tax time! We have a saying at WSP that the number one thing we love to do is make our clients happy, and a close second is paying as little to Uncle Sam as possible. In all seriousness, tax planning is a very important room…

Ask an Advisor with Caleb Boy: Financial Planning for your Loved Ones

Show Your Love Through Thoughtful Financial Planning Valentine’s Day is a perfect time to reflect on those we love and how they fit into our financial priorities. Family is often the center of our lives, and ensuring your financial plan supports your loved ones is one of the most meaningful ways to show you care.…

Happy New Year – Tips for Starting Strong in 2025!

The start of a fresh year is the perfect opportunity to reflect on the past and plan for what’s ahead. If organizing your financial house is one of your 2025 priorities, here are some practical tips to help you get started: 1. Revisit Your Budget Holiday spending can take a toll on even the most…

Year End Reminders for 2024

2025 is just around the corner! As the year winds down, take a few minutes to keep your financial house in order and complete the following financial to-dos before the year ends. This month, we challenge you to review the following areas and ensure you’re taking advantage of all your opportunities to reduce next year’s…

Ask an Advisor with Caleb Boy: How do lower interest rates affect me?

If you haven’t heard, the Federal Reserve cut the Federal Funds Rate last month. The Federal Funds Rate is the rate at which financial institutions borrow from each other for their reserve balances. You might be thinking, “What does this have to do with me? I am not a bank.” While it might not directly…

Paul Allen with an RMD Reminder!

If you are 73 or older, don’t forget to withdraw your 2024 required minimum distribution (RMD) from your Individual Retirement Arrangement (IRA) by December 31! Remember, the distribution taken from your IRA is taxed as current income. If you don’t need the money, consider donating the RMD to a qualified charity. This would allow you…

Ask an Advisor with Caleb Boy: Should I worry about short-term volatility?

In recent weeks, the markets have had a few red days and a fair share of green days. When markets seem to be fluctuating up or down rapidly, this is called volatility. Seeing larger-than-usual changes in your accounts on a daily basis can incite uncertainty for investors. Should investors act when encountering volatility? If your…

Paul Allen on Market Volatility & the Price of Admission

Are you struggling with too much cash?

Ask an Advisor with Caleb Boy: Should I Contribute to my Employers Retirement Plan?

A retirement plan, such as a 401k or 403b, is one of the most important benefits of your total compensation package as an employee.

Paul Allen on Managing your Retirement Plans

Paul Allen, CFP®, MS, President & CEO of Wealth Strategies Partners discusses the importance of managing your retirement plans!

Ask an Advisor with Caleb Boy: Am I financially prepared for a baby?

So, you’re adding another member to your family. You’re overjoyed! However, what does this mean for your financial house?

Paul Allen on Changes to 529 Accounts

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

Ask an Advisor with Caleb Boy: Financial Advisors

How much money do you need before hiring a financial advisor?

Paul Allen on Hidden Assets in No Mans Land

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

Ask an Advisor: Compounding Interest

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

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.

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.

Happy International Womens 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.

wealth strategies partners - ask an advisor group photo

Ask an Advisor with Dalton Harris: Retirement Accounts

Are you struggling with too much cash?

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…

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,…

Ask an Advisor: Student Loans

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

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…

Here is Our Market Outlook for the New Year

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…

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…

Ask an Advisor with Dalton Harris: Job Changes

Are you struggling with too much cash?

How we are staying prepared amidst volatile markets

What can we do in the face of such adversity?

Ask an Advisor: Excess Cash

Are you struggling with too much cash?

Now is the time to update your financial documents

Plus, the latest news and insights from your WSP team

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

Plus, the latest news and insights from your WSP team

What to know about market volatility

Plus, the latest news and insights from our team

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

Plus, the latest news and insights from our team

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

A special year-end message for our WSP family

It is time to update your life insurance policy

Don’t risk benefits and savings with outdated policies

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

The deadline is approaching for those 72 and older

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

Let us help track them down and manage them effectively

We are here for you regardless of market performance

Know someone who can use our help?

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

Let us help update your will or trust

Have you maxed out your tax deductions?

3 areas to consider before the April 18th deadline

PLANNING

Remain well informed and well equipped regarding your finances.

Below you’ll find special forms that we use among the first steps of our financial planning process. If your process is just beginning, we invite you to fill them out!

Financial Planning Checklist – This checklist will walk you through a series of important financial planning tasks and how to prioritize them.

Personal Financial Statement Template – Use this template to organize information about your personal finances.

Goal Planning and Reviewing Questionnaire – Take the first steps towards goal planning and reviewing with our questionnaire.