Resources

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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April 2017 Client Bulletin

Deciding About a Vacation Home?

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March 2017 Client Bulletin

Playing Defense as Stock Prices Soar

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IRS Reminds Taxpayers of April 1 Deadline to Take Required Retirement Plan Distributions

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