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Thanksgiving Thoughts From My Soul

Thanksgiving Thoughts From My Soul This was originally written in 2006. It is something that I have carried with me since I was five and it took decades for me to write. There are a variety of ways you might know me. You could be one of my clients, friends, or both.

Thanksgiving Thoughts From My Soul2023-05-09T17:08:37-05:00

By Trying Not to Lose, You’re Still Losing!

By Trying Not to Lose, You’re Still Losing! I’m blessed in that my friends and clients are regularly introducing me to their friends for my advice on “all things investment and insurance.” We can all agree there are a lot of conflicting opinions out there about everything regarding money, savings, and retirement.

By Trying Not to Lose, You’re Still Losing!2023-05-09T17:06:53-05:00

Reality Checks & Financial Myths

Reality Checks & Financial Myths Happy Summer! Hopefully, you are all getting your lives back to normal post COVID. I do not miss the solitude of my personal quarantine. I am enjoying going back to my workout classes. I am enjoying concerts and live music again in Nashville. I am appreciating the

Reality Checks & Financial Myths2023-05-09T17:07:46-05:00

Client Conversations…Q&A

Client Conversations…Q&A Long time, no blog! I hope this finds you well, healthy, and a little more relaxed than this time last year. I really do not have a theme for this post, just some random thoughts that might resonate with each of you. I am now fully vaccinated and have been

Client Conversations…Q&A2023-05-09T17:10:10-05:00

I’m Tired of Seeing 20/20

I’m Tired of Seeing 20/20! I have not blogged much this year, and I am sorry for that. This is one of the strangest years in my lifetime. Every time I open a word document & start writing, I immediately get stuck, for a lot of reasons. There are so many emotions

I’m Tired of Seeing 20/202023-05-09T17:11:42-05:00

Thoughts During the Quarantine

Thoughts During the Quarantine Well, here we are. Quarantined, working from home, or maybe not working, and dealing with something that only Hollywood could have dreamt up. I think I’ve gotten so many emails with QOVID in the subject line, that I just started deleting them. I’ve taken to Facebook to share

Thoughts During the Quarantine2023-05-09T17:09:24-05:00

What Got You Here

What Got You Here Happy 2020, by the way! We’re finally through the holiday season and are anxiously waiting for the time change to happen. This is my least favorite time of the year, but I’m blessed to continue to be busy serving current clients and all of the referred people that

What Got You Here2023-05-09T17:10:52-05:00

Lessons from my Neighbor

Lessons from my Neighbor Happy November…the time change that I so loathe happened the other day & after 2 days of getting dark at 5PM, I’m already over it! 2019 has been a great year for me…am blessed to have lots of new referred clients that have been delightful to work with.

Lessons from my Neighbor2023-05-09T17:12:25-05:00

How Secure Is Your Social Security?

How Secure Is Your Social Security? …and I’m not talking about whether or not you will receive a benefit, nor if the Government will go bankrupt and not pay your benefit. Keep reading as I do have some pretty strong points to make on your personal Social Security planning. In case you

How Secure Is Your Social Security?2023-05-09T17:13:12-05:00

Are You Serious? Can You Fix It?

Are You Serious? Can You Fix It? Happy Summer. I’m enjoying the warm temperature and longer days. It’s easier to get those last 9 holes in when I’m able to play. Growing up in Knoxville, we had the best of the Eastern Time Zone in that it stayed light till after 9:30PM

Are You Serious? Can You Fix It?2023-05-09T17:13:50-05:00

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320 Seven Springs Way
Suite 250
Brentwood, TN 37027

Phone: ‭(615) 506-0300‬