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  • What Should I Do With My 401k?

    • In 401(k)s, General Personal Finance, Investments, IRA Planning, Planning, Portfolio Diversification, Portfolio Management, Tax, Tax Planning

    What you do with your 401k after you’re done working is confusing. Here are your options.

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  • Health Savings Accounts

    • In HSA Accounts

    As a small business owner confronted with spiraling medical insurance costs, you may well be wondering how you can provide health care benefits for your employees and yourself. Fortunately, the Health Savings Account (HSA), which was created as part of the 2003 Medicare Act, is a relatively affordable—and tax efficient—alternative…

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    0 1443
  • 529 Plans

    • In College Savings

    529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have…

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  • The Charitable IRA Transfer

    • In Charitable Giving

    If you are age 70½ or older and charitably minded, you may wish to consider tapping your individual retirement account (IRA). The qualified charitable distribution (QCD), also known as an IRA charitable rollover, allows you to donate up to $100,000 per year to qualified charities. A QCD can be made…

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    0 1571
  • Growth vs. Value: Two Approaches to Stock Selection

    • In Stock Selection

    Growth and value are two fundamental approaches in stock and stock mutual fund investing. Growth stock mutual fund managers look for companies that they believe offer strong earnings growth potential. Value fund managers look for stocks that appear undervalued by the marketplace. Some managers combine the two approaches.1 Growth and…

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    0 1582
  • A Business “Will” can Go a Long Way

    • In Estate Planning

    A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued operation and future health, to shareholder…

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    0 1622
  • Reducing Risk with Diversification

    • In Portfolio Diversification

    Diversification is a basic concept that’s critical to building a portfolio able to withstand the test of time. It is the process of spreading your money among a variety of securities to reduce exposure to any one investment or asset class. The premise behind diversification is easy to grasp: When…

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  • Advisor Assisted Robos

    • In Uncategorized

    If you’ve noticed a change to more targeted advertising from financial service companies in Memphis and beyond, it’s part of an industry-wide chase to connect with the next generation of clients. They’re coming into their own as mature adults and will inherit a tremendous amount of the wealth in the…

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    0 2077
  • There’s basis in my IRA. What do I do?

    • In IRA Planning, Planning, Tax

    It’s fairly common that people with basis (after-tax money) in their IRA’s don’t know they are sitting on unrealized opportunity. Often enough, this opportunity is unintentionally squandered or turned into a financial mess. It’s the kind of mess for which I have to invoke the imagery of a tangled slinky. First, lets presume you read “Basis…

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    0 3310
  • False Idols

    • In General Personal Finance, Planning

    I’ve met with many clients in the Memphis area over the years who are in financial straits. I have sat with them patiently and done the budgets and shown them how they are getting further and further behind. Usually those meetings ended with a referral to a debt consolidation company to get everything…

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    1 3104
  • Time for a New Car! An Insider’s Guide On Your Next Purchase

    • In General Personal Finance

    Like most men, I grew up idolizing cars. In the 80’s I remember participating in reading time in the library during school. For some reason, they had a ten year history of Car and Driver and MotorTrend magazine. I spent all my allotted time learning about Countaches, 911s, and Testarossas. Fast-forward to the…

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  • FREE STEAK!? Annuity Brokers Lure You In to Sell Fear and Guarantees

    • In General Personal Finance, Insurance, Investments

    If you ever heard a financial services professional say, “Are you afraid of losing all of your money?”  I can tell you what is coming next. Be wary of anyone who specifically sells fear, because you’re being set up to buy something to ease that fear.  Before you proceed any…

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  • How to Choose a Financial Advisor

    • In General Personal Finance, Insurance, Investments, Planning, Uncategorized

    About a year ago I was waiting for someone at a local Memphis restaurant. I looked around and couldn’t help but notice… this place is full of financial advisors. We know our own, and we all dress pretty similar in the daylight. If I were a potential client, I thought, how would I…

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    1 3116
  • Basis in your IRA? How to Do Your 8606

    • In Investments, IRA Planning, Planning, Tax

    We commonly don’t hear from clients for a little while as they’re humming along on the path to financial success. Life is good, they’re feeling confident with where they are putting their money, then it’s time to do taxes. Unfortunately for some of them, this is the year their earnings have crossed the threshold…

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Or Choose a Category:

  • 401(k)s (1)
  • Charitable Giving (1)
  • College Savings (1)
  • Estate Planning (1)
  • General Personal Finance (5)
  • HSA Accounts (1)
  • Insurance (2)
  • Investments (4)
  • IRA Planning (3)
  • Planning (5)
  • Portfolio Diversification (2)
  • Portfolio Management (1)
  • Stock Selection (1)
  • Tax (3)
  • Tax Planning (1)
  • Uncategorized (2)

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Memphis, TN 38102

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Memphis Planning and Wealth are separate entities from LPL Financial.