Posts Tagged ‘Nashville Financial Advisor’
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.…
Read MoreAsk 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…
Read MorePaul Allen on Managing your Retirement Plans
Paul Allen, CFP®, MS, President & CEO of Wealth Strategies Partners discusses the importance of managing your retirement plans!
Read MorePaul 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!
Read MorePaul 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!
Read MoreSustainability 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.
Read MorePaul 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.
Read MorePaul 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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