What to expect from a financial advisor in Nashville

If you’ve recently moved to the Nashville area: Welcome! I’m sure you are finding it hard to pick your favorite restaurant – or even find matching socks at this point…moving is tough. However, as you settle into Music City, we think that on your punch list of moving essentials should be a non-negotiable line item: […]

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How Much Can Money Equal Happiness?

Can you guess how much money the happiest families of four make? In a recent study by the Huffington Post about happiness and money and how the two may coincide, it showed that at the national level, those making between $75,000-150,000 appeared to be the happiest. This suggests that making over $150,000 per year won’t […]

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The Art of a Firedrill

Last year, it hit me how so many of our clients – and many people in general – do not have an organized way to help their surviving loved ones carry on with their finances once they are no longer here. My team has witnessed spouses in distress because bills were piling up and they […]

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