Tennessee Valley Investment Advisors

Way to go, Jessica!

Inheriting an IRA can be tricky. We bring some clarity in our latest blog post.

The muddy waters of inheriting an IRA | Tennessee Valley Investment Advisors Many aspects of inheritance are misunderstood. Pair that misunderstanding with IRS policy changes over the past few years and you have a fairly confusing landscape to navigate when planning to pass on or inherit a retirement account. In hopes of clarifying some of this, we offer you some basics when...

Make a fresh start for the new year by managing these financial housekeeping tasks.

Not one for resolutions, but financial "housekeeping" is a must | Tennessee Valley Investment Advisors January is a good time to take things off of the back-burner and ensure that you are managing your financial tasks properly.

New IRS changes for 2024. Details in the blog about your retirement contributions, Social Security and more...

New IRS changes take effect in 2024 | Tennessee Valley Investment Advisors The IRS rolled out a number of changes for 2024 that may impact your retirement savings, Social Security benefits and more.

Solid gains for both stocks and bonds gave investors a November to remember. LPL’s Chief Equity Strategist reflects on the month.

A November to Remember | Tennessee Valley Investment Advisors LPL Research discusses a memorable November for the markets and what may be in store for December.

We can always count on LPL Financial to put in an exciting conference with need-to-know information about the economy, personal finance and fraud prevention. Read more about our experience in our blog post.

LPL's Annual FOCUS Conference Recap | Tennessee Valley Investment Advisors LPL recently hosted their annual FOCUS conference. Along with 8,000 financial advisors, I traveled to San Diego for a weekend of education on a wide range of investment and service topics related to your experience with LPL Financial. Here are some highlights.

We are excited to share that our team is growing!

Our Team is Growing | Tennessee Valley Investment Advisors We are excited to announce that our team is growing! Ryan Hamrick has joined Tennessee Valley Investment Advisors as an LPL financial advisor serving TVFCU members throughout North Georgia.

Automatic investing is one of the most reliable ways to build wealth & a Roth IRA is an excellent vehicle to use. Read up on how to get started on our blog.

Steps to get started with a Roth IRA | Tennessee Valley Investment Advisors Three decisions you'll need to make before you fund a Roth IRA and how to begin.

Tip: If you got a letter from the IRS recently with the amount you received for Child Income Tax Credit payments, keep it handy. You'll need when filing your taxes.