Market Volatility: What Happens Next?

Check out Jim’s latest Dollars and Sense segment, “Market Volatility: What Happens Next?” below.

The Importance of Having an Income Plan in Retirement

Check out Jim Brogan’s latest Dollars and Sense Segment, “The Importance of Having an Income Plan in Retirement”.

How Repealing the Gift and Inheritance Tax Laws Will Benefit You

Jim shares his thoughts on how repealing the gift and inheritance tax laws in Tennessee will impact those nearing retirement.

Jim Brogan: Retirement accounts not governed by wills

Jim Brogan’s column, “Retirement accounts not governed by wills” can be found online today at the Knoxville News Sentinel’s site and in the May edition of the Greater Knoxville Business Journal.

Here’s an excerpt from the column:

Image“Understanding the critical function of beneficiary forms for IRAs, 401(k)s and other retirement plans is essential in financial planning.

You can probably put your hands pretty quickly on your legal documents, whether they are in a safe deposit box, fireproof safe at home or file cabinet.

But what about beneficiary forms for your IRA, 401(k) and other retirement accounts? Many people do not keep copies of these forms, yet they are critically important in designating to whom you leave your assets.”

Continue reading online at the Sentinel’s site here.