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May 29, 2014

National 529 Day

By Nick Clay Today, May 29th, is National 529 Day! Get it? 5-29 (May 29th)? If you’ve been a subscriber to our blog you will know […]
May 19, 2014

2014 Retirement Symposium

By Nick Clay On Tuesday May 13, Mike and Nick attended the 2014 ERISA Services, Inc. Retirement Symposium in Knoxville. The event was for advisors and […]
April 7, 2014

Top 6 Reasons You Should Never Write A Will

By Mike Alread You have spent a lifetime working, saving and generally deferring consumption to fund your retirement.  Now that your money has outlasted you, it […]
March 11, 2014

Taking the Uncertainty out of Investing

By Myra O’Dell Successful investing involves taking calculated risks.  I believe that in order to give yourself the best opportunity to reach your investment goals, you […]
March 4, 2014

Contributing to an IRA for 2013 and 2014

By James Motte Contributions for 2013 It’s not too late to contribute to your Individual Retirement Account (IRA) for 2013.  The IRS allows you to make […]
February 14, 2014

Be Careful When Looking at Historical Returns

By Nick Clay One thing you’ve probably heard from your financial advisor is “Past performance is not indicative of future performance,” yet so many people use […]
December 18, 2013

Rising Interest Rates

By Nathan Goodwin Worried about rising interest rates but don’t like equities? You may have options. Rising interests are coming, you heard it here first. Ok, […]
October 28, 2013

IRAs – Required Minimum Distribution

By Myra O’Dell As you make your list of things to do before the end of the year, don’t forget to take your required minimum distribution […]
October 23, 2013

Time, Not Timing, Is the Key to Long Term Success

By Nathan Goodwin The stock market can be a wild ride. Recent history has been no different as domestic and international economics, government shutdowns and budgets, […]
October 10, 2013

Traditional or Roth IRA?

By Myra O’Dell of BCS Wealth Management and Sarah Presnell of Blackburn, Childers & Steagall If you have your retirement savings in a traditional IRA, you […]