Recently, we held a pre-retirement webinar for those anticipating retiring in the next 5-10 years. For those who missed the event, we wanted to share the five main points Barry touched on during the webinar. This week, we visit the question, “What am I going to do with my time during retirement?” We hope you enjoy the series and find value in its contents.
If you're a business owner, we know this season has been especially hard on you. The CARES Act has provided funding for some small businesses, but there is still some uncertainty on the horizon. All along, we have been hearing the same question from business owners: "What are you telling your clients right now?" Join Steve Alverson as he explains what we are telling our clients right now, as well as the three principles to consider during this time. Read the article here.
I’ve been a financial advisor for the last 7 years and have been mentored by two talented advisors in middle Tennessee, who have a combined 65 plus years in the industry. I am often being asked, “What are you guys telling your clients right now?” We are suggesting the following three principles to consider.
