Private Wealth Strategist

This blog will share financial planning tips for new parents, including how to plan for both before the baby is born and for the long-term.

This blog shares ways to simplify the budgeting process, including how to incorporate budgeting into the reader’s overall investment strategy.

This blog will provide some tips and things to consider before embarking on fall home maintenance or renovation projects.

Tennessee financial adviser explains National Senior Citizens Day and why we should celebrate our elders on this day and every day.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

This blog will be about why homeowners can be dropped from their insurance and what to do next.

This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.

This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

January is Financial Wellness Month, a time to check-in with your financial strategy with Tennessee financial advisor Christi Shell.

Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.

If your clients want to escape the harsh winter weather, show them how with this article.

Start the year off right by getting started on these five top financial goals.