Resources

Proposed Tax Plan Changes

Changes to the Tax Laws?  See what has been proposed....

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November 2017 Client Bulletin

Year-End Tax Planning:  Be prepared.

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October 2017 Client Bulletin

Parents - Are you talking to your children about finances?

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September 2017 Client Bulletin

Funds for Your Retirement, Tax Credits and More

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August 2017 Client Bulletin

Ready for College?  Costs are Increasing.

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July 2017 Client Bulletin

Have you thought about investing for retirement?

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Tennessee Sales Tax Holiday

Begins Friday, July 28 and ends Sunday, July 30

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Summertime Scams

IRS Cautions Taxpayers to Watch for Summertime Scams

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June 2017 Client Bulletin

What is the The Third Best Investment You Can Make?

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May 2017 Client Bulletin

Tax-Wise Portfolio Rebalancing

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